Atria Investments’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Atria Investments’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$942K	Sell	11,747 -3,435	-23%	-$267K	0.01%	1154
2026 Q1	$1.06M	Sell	15,182 -231	-1%	-$17K	0.01%	1022
2025 Q4	$1.14M	Buy	15,413 +840	+6%	+$61.8K	0.01%	996
2025 Q3	$1.06M	Buy	14,573 +2,099	+17%	+$147K	0.01%	1025
2025 Q2	$839K	Buy	12,474 +1,978	+19%	+$123K	0.01%	1135
2025 Q1	$636K	Sell	10,496 -60	-0.6%	-$3.85K	0.01%	1228
2024 Q4	$676K	Sell	10,556 -3,496	-25%	-$225K	0.01%	1173
2024 Q3	$882K	Sell	14,052 -1,170	-8%	-$70.7K	0.01%	1033
2024 Q2	$904K	Buy	+15,222	New	+$870K	0.01%	987

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Atria Investments's LCTU Position: Q2 2026 in Review

Atria Investments reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 23% in Q2 2026, selling an estimated $267K and leaving 11,747 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #1154.

Atria Investments first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.14M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Atria Investments held 11,747 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $942K as of Q2 2026.
Atria Investments sold 3,435 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $267K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1154 holding.
Atria Investments first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 quarters since.
Atria Investments's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.14M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.