Braun-Bostich & Associates’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Braun-Bostich & Associates’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	$411K	Sell	5,127 -303	-6%	-$23.5K	0.23%	73
2026 Q1	$381K	Sell	5,430 -361	-6%	-$26.5K	0.24%	72
2025 Q4	$429K	Sell	5,791 -108	-2%	-$7.95K	0.26%	65
2025 Q3	$428K	Sell	5,899 -188	-3%	-$13.1K	0.27%	68
2025 Q2	$409K	Buy	6,087 +10	+0.2%	+$621	0.28%	68
2025 Q1	$368K	Sell	6,077 -242	-4%	-$15.5K	0.27%	72
2024 Q4	$405K	Sell	6,319 -206	-3%	-$13.3K	0.29%	64
2024 Q3	$409K	Buy	6,525 +100	+2%	+$6.04K	0.29%	61
2024 Q2	$382K	Buy	+6,425	New	+$367K	0.28%	66

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

Braun-Bostich & Associates's LCTU Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.6% in Q2 2026, selling an estimated $23.5K and leaving 5,127 shares worth $411K. The position accounts for 0.23% of the portfolio, ranked #73.

Braun-Bostich & Associates first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $429K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Braun-Bostich & Associates held 5,127 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $411K as of Q2 2026.
Braun-Bostich & Associates sold 303 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $23.5K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.23% of Braun-Bostich & Associates's portfolio in Q2 2026, its #73 holding.
Braun-Bostich & Associates first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 quarters since.
Braun-Bostich & Associates's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $429K in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.