Belpointe Asset Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-566	Closed	-$25.6K	–	2117
2023 Q1	$25.6K	Buy	566 +5	+0.9%	+$221	﹤0.01%	2161
2022 Q4	$23.8K	Buy	+561	New	+$24K	﹤0.01%	2059

Other funds holding LCTU

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 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

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

Belpointe Asset Management's LCTU Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2023, closing a stake of 566 shares — an estimated $25.6K sold.

Belpointe Asset Management first reported a position in LCTU in Q4 2022 and held it in 2 quarters. The position peaked at $25.6K in Q1 2023. 107 funds tracked by Wall St. Rank hold LCTU as of Q2 2023.

Belpointe Asset Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 566 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2023, an estimated $25.6K.
Belpointe Asset Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $25.6K in Q1 2023.
107 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.