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

Atria Wealth Solutions’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
2025 Q2	$1.1M	Sell	16,357 -92,544	-85%	-$5.74M	0.03%	602
2025 Q1	$6.6M	Sell	108,901 -6,067	-5%	-$389K	0.08%	263
2024 Q4	$7.36M	Sell	114,968 -15,537	-12%	-$1M	0.08%	254
2024 Q3	$8.19M	Sell	130,505 -16,512	-11%	-$997K	0.09%	235
2024 Q2	$8.73M	Sell	147,017 -5,876	-4%	-$336K	0.1%	216
2024 Q1	$8.78M	Sell	152,893 -4,723	-3%	-$258K	0.1%	218
2023 Q4	$8.25M	Buy	157,616 +37,580	+31%	+$1.84M	0.1%	199
2023 Q3	$5.68M	Buy	120,036 +41,741	+53%	+$2.05M	0.08%	256
2023 Q2	$3.82M	Buy	78,295 +6,270	+9%	+$290K	0.05%	364
2023 Q1	$3.26M	Buy	72,025 +12,513	+21%	+$554K	0.05%	387
2022 Q4	$2.52M	Buy	59,512 +21,229	+55%	+$908K	0.04%	433
2022 Q3	$1.53M	Buy	38,283 +15,844	+71%	+$701K	0.03%	575
2022 Q2	$937K	Buy	+22,439	New	+$1.02M	0.02%	725

Other funds holding LCTU

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

VMPIC

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

UBS AM Chicago, Illinois $550B AUM 43.33% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Atria Wealth Solutions's LCTU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 85% in Q2 2025, selling an estimated $5.74M and leaving 16,357 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #602.

Atria Wealth Solutions first reported a position in LCTU in Q2 2022 and has held it in 13 quarters since. The position peaked at $8.78M in Q1 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

Atria Wealth Solutions held 16,357 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.1M as of Q2 2025.
Atria Wealth Solutions sold 92,544 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $5.74M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #602 holding.
Atria Wealth Solutions first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $8.78M in Q1 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.