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Baron Silver Stevens Financial Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Baron Silver Stevens Financial Advisors’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 		$281K Buy
+3,503
New +$272K 0.04% 125

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's LCTU Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 3,503 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #125 among its holdings.

208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Baron Silver Stevens Financial Advisors held 3,503 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $281K as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Baron Silver Stevens Financial Advisors position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #125 holding.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.