Buck Wealth Strategies’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Buck Wealth Strategies’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 Q2	–	Sell	-9,090	Closed	-$522K	–	95
2024 Q1	$522K	Buy	+9,090	New	+$497K	0.18%	56
2023 Q4	–	Sell	-79	Closed	-$3.72K	–	229
2023 Q3	$3.72K	Buy	79 +24	+44%	+$1.18K	﹤0.01%	260
2023 Q2	$2.69K	Hold	55	–	–	﹤0.01%	225
2023 Q1	$2.49K	Buy	+55	New	+$2.44K	﹤0.01%	175

Other funds holding LCTU

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Buck Wealth Strategies's LCTU Position: Q2 2024 in Review

Buck Wealth Strategies sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2024, closing a stake of 9,090 shares — an estimated $522K sold.

Buck Wealth Strategies first reported a position in LCTU in Q1 2023 and held it in 4 quarters. The position peaked at $522K in Q1 2024. 155 funds tracked by Wall St. Rank hold LCTU as of Q2 2024.

Buck Wealth Strategies reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
Buck Wealth Strategies sold 9,090 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $522K.
Buck Wealth Strategies first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and held it in 4 quarters.
Buck Wealth Strategies's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $522K in Q1 2024.
155 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Buck Wealth Strategies's 13F filing for Q2 2024, filed 15 Aug 2024.