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

Brendel Financial 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	–	Sell	-13,056	Closed	-$916K	–	110
2026 Q1	$916K	Buy	+13,056	New	+$959K	0.45%	51

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

Brendel Financial Advisors's LCTU Position: Q2 2026 in Review

Brendel Financial Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 13,056 shares — an estimated $916K sold.

Brendel Financial Advisors first reported a position in LCTU in Q1 2026 and held it in 1 quarter. The position peaked at $916K in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Brendel Financial Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Brendel Financial Advisors sold 13,056 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $916K.
Brendel Financial Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and held it in 1 quarter.
Brendel Financial Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $916K in Q1 2026.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.