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

Beacon Pointe 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	$1.06M	Buy	+13,214	New	+$1.03M	﹤0.01%	1007
2023 Q4	–	Sell	-5,559	Closed	-$262K	–	1361
2023 Q3	$262K	Buy	+5,559	New	+$273K	﹤0.01%	1129
2023 Q2	–	Sell	-22,379	Closed	-$1.01M	–	1146
2023 Q1	$1.01M	Buy	+22,379	New	+$991K	0.02%	545

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 Pointe Advisors's LCTU Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 13,214 shares worth $1.06M. The stake represents ﹤0.01% of the portfolio and ranks #1007 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in LCTU as recently as Q3 2023.

Beacon Pointe Advisors first reported a position in LCTU in Q1 2023 and has held it in 3 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Beacon Pointe Advisors held 13,214 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.06M as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Beacon Pointe Advisors position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1007 holding.
Beacon Pointe Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 3 quarters since.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.