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

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