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

Bourgeon Capital 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
2024
Q1 		– Sell
-1,130
Closed -$59.1K – 245
2023
Q4 		$59.1K Buy
1,130
+115
+11% +$5.62K 0.01% 143
2023
Q3 		$47.8K Buy
1,015
+165
+19% +$8.1K 0.01% 142
2023
Q2 		$41.5K Buy
+850
New +$39.3K 0.01% 163

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bourgeon Capital Management's LCTU Position: Q1 2024 in Review

Bourgeon Capital Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2024, closing a stake of 1,130 shares — an estimated $59.1K sold.

Bourgeon Capital Management first reported a position in LCTU in Q2 2023 and held it in 3 quarters. The position peaked at $59.1K in Q4 2023. 146 funds tracked by Wall St. Rank hold LCTU as of Q1 2024.

  • Bourgeon Capital Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2024 after selling out during the quarter.
  • Bourgeon Capital Management sold 1,130 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $59.1K.
  • Bourgeon Capital Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and held it in 3 quarters.
  • Bourgeon Capital Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $59.1K in Q4 2023.
  • 146 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.