Beacon Financial Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Beacon Financial Group’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	$698K	Sell	8,711 -73	-0.8%	-$5.67K	0.06%	203
2026 Q1	$616K	Buy	8,784 +584	+7%	+$42.9K	0.06%	217
2025 Q4	$608K	Hold	8,200	–	–	0.06%	214
2025 Q3	$595K	Sell	8,200 -7	-0.1%	-$489	0.06%	213
2025 Q2	$552K	Sell	8,207 -34	-0.4%	-$2.11K	0.06%	221
2025 Q1	$499K	Sell	8,241 -4	-0%	-$256	0.05%	223
2024 Q4	$528K	Sell	8,245 -15	-0.2%	-$966	0.06%	216
2024 Q3	$518K	Sell	8,260 -79	-0.9%	-$4.77K	0.06%	216
2024 Q2	$495K	Buy	8,339 +588	+8%	+$33.6K	0.06%	212
2024 Q1	$445K	Sell	7,751 -516	-6%	-$28.2K	0.05%	229
2023 Q4	$433K	Buy	8,267 +1,859	+29%	+$90.9K	0.05%	226
2023 Q3	$318K	Buy	+6,408	New	+$315K	0.05%	205

Other funds holding LCTU

VMPIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Beacon Financial Group's LCTU Position: Q2 2026 in Review

Beacon Financial Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.83% in Q2 2026, selling an estimated $5.67K and leaving 8,711 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #203.

Beacon Financial Group first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Beacon Financial Group held 8,711 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $698K as of Q2 2026.
Beacon Financial Group sold 73 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $5.67K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.06% of Beacon Financial Group's portfolio in Q2 2026, its #203 holding.
Beacon Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.