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

BridgePort Financial Solutions’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	-3,388	Closed	-$228K	–	244
2025 Q2	$228K	Buy	3,388 +49	+1%	+$3.04K	0.08%	175
2025 Q1	$202K	Hold	3,339	–	–	0.09%	155
2024 Q4	$213K	Buy	+3,339	New	+$215K	0.1%	150

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

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

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

BridgePort Financial Solutions's LCTU Position: Q3 2025 in Review

BridgePort Financial Solutions sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 3,388 shares — an estimated $228K sold.

BridgePort Financial Solutions first reported a position in LCTU in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 175 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

BridgePort Financial Solutions reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
BridgePort Financial Solutions sold 3,388 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $228K.
BridgePort Financial Solutions first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 3 quarters.
BridgePort Financial Solutions's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $228K in Q2 2025.
175 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on BridgePort Financial Solutions's 13F filing for Q3 2025, filed 6 Nov 2025.