BWM
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Baystate Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Baystate Wealth Management’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
2023
Q1 		– Sell
-1,086
Closed -$46K – 1057
2022
Q4 		$46K Buy
+1,086
New +$46.5K ﹤0.01% 339

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Baystate Wealth Management's LCTU Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2023, closing a stake of 1,086 shares — an estimated $46K sold.

Baystate Wealth Management first reported a position in LCTU in Q4 2022 and held it in 1 quarter. The position peaked at $46K in Q4 2022. 101 funds tracked by Wall St. Rank hold LCTU as of Q1 2023.

  • Baystate Wealth Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 1,086 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2023, an estimated $46K.
  • Baystate Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 1 quarter.
  • Baystate Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $46K in Q4 2022.
  • 101 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.