BDF
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Black Diamond Financial’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Black Diamond Financial’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
2025
Q3 		– Sell
-4,019
Closed -$270K – 165
2025
Q2 		$270K Buy
+4,019
New +$249K 0.04% 116

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LPL Financial
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Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Black Diamond Financial's LCTU Position: Q3 2025 in Review

Black Diamond Financial sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 4,019 shares — an estimated $270K sold.

Black Diamond Financial first reported a position in LCTU in Q2 2025 and held it in 1 quarter. The position peaked at $270K in Q2 2025. 174 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

  • Black Diamond Financial reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
  • Black Diamond Financial sold 4,019 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $270K.
  • Black Diamond Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and held it in 1 quarter.
  • Black Diamond Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $270K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Black Diamond Financial's 13F filing for Q3 2025, filed 5 Nov 2025.