Barrett & Company’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Barrett & Company’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 Q1	$31.2K	Hold	445	–	–	0.01%	342
2025 Q4	$33K	Hold	445	–	–	0.01%	339
2025 Q3	$32.3K	Hold	445	–	–	0.01%	345
2025 Q2	$29.9K	Hold	445	–	–	0.01%	364
2025 Q1	$27K	Hold	445	–	–	0.01%	344
2024 Q4	$28.5K	Hold	445	–	–	0.01%	341
2024 Q3	$27.9K	Hold	445	–	–	0.01%	329
2024 Q2	$26.4K	Hold	445	–	–	0.01%	345
2024 Q1	$25.5K	Hold	445	–	–	0.01%	346
2023 Q4	$23.3K	Hold	445	–	–	0.01%	332
2023 Q3	$21K	Hold	445	–	–	0.01%	333
2023 Q2	$21.7K	Hold	445	–	–	0.01%	339
2023 Q1	$20.1K	Hold	445	–	–	0.01%	327
2022 Q4	$18.9K	Hold	445	–	–	0.01%	324
2022 Q3	$18.9K	Buy	+445	New	+$19.7K	0.01%	324

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Barrett & Company's LCTU Position: Q1 2026 in Review

Barrett & Company held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q1 2026 at 445 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #342.

Barrett & Company first reported a position in LCTU in Q3 2022 and has held it in 15 quarters since. The position peaked at $33K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Barrett & Company held 445 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $31.2K as of Q1 2026.
Barrett & Company left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #342 holding.
Barrett & Company first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $33K in Q4 2025.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.