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

Buttonwood Financial Group’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	$394K	Sell	4,910 -314	-6%	-$24.4K	0.22%	24
2026 Q1	$366K	Sell	5,224 -1,416	-21%	-$104K	0.23%	24
2025 Q4	$501K	Sell	6,640 -4,681	-41%	-$344K	0.27%	23
2025 Q3	$826K	Buy	11,321 +179	+2%	+$12.5K	0.36%	18
2025 Q2	$753K	Sell	11,142 -10	-0.1%	-$621	0.38%	19
2025 Q1	$634K	Buy	11,152 +34	+0.3%	+$2.18K	0.37%	19
2024 Q4	$738K	Sell	11,118 -887	-7%	-$57.1K	0.41%	18
2024 Q3	$753K	Sell	12,005 -532	-4%	-$32.1K	0.45%	16
2024 Q2	$746K	Buy	12,537 +691	+6%	+$39.5K	0.43%	20
2024 Q1	$680K	Buy	11,846 +2,761	+30%	+$151K	0.4%	22
2023 Q4	$476K	Hold	9,085	–	–	0.35%	22
2023 Q3	$415K	Buy	9,085 +1,865	+26%	+$91.5K	0.3%	23
2023 Q2	$362K	Buy	7,220 +2,126	+42%	+$98.2K	0.31%	19
2023 Q1	$230K	Buy	+5,094	New	+$225K	0.23%	22

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

Buttonwood Financial Group's LCTU Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6% in Q2 2026, selling an estimated $24.4K and leaving 4,910 shares worth $394K. The position accounts for 0.22% of the portfolio, ranked #24.

Buttonwood Financial Group first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $826K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Buttonwood Financial Group held 4,910 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $394K as of Q2 2026.
Buttonwood Financial Group sold 314 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $24.4K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.22% of Buttonwood Financial Group's portfolio in Q2 2026, its #24 holding.
Buttonwood Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
Buttonwood Financial Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $826K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.