Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Cambridge Investment Research 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 		$4.34M Sell
54,128
-1,821
-3% -$141K 0.01% 1117
2026
Q1 		$3.92M Sell
55,949
-7,806
-12% -$574K 0.01% 1111
2025
Q4 		$4.72M Sell
63,755
-1,287
-2% -$94.7K 0.01% 966
2025
Q3 		$4.72M Sell
65,042
-1,248
-2% -$87.1K 0.01% 949
2025
Q2 		$4.46M Buy
66,290
+5,135
+8% +$319K 0.01% 917
2025
Q1 		$3.71M Sell
61,155
-1,124
-2% -$72.1K 0.01% 959
2024
Q4 		$3.99M Sell
62,279
-2,653
-4% -$171K 0.01% 928
2024
Q3 		$4.07M Sell
64,932
-6,145
-9% -$371K 0.01% 920
2024
Q2 		$4.22M Buy
71,077
+20,285
+40% +$1.16M 0.02% 842
2024
Q1 		$2.92M Buy
50,792
+3,519
+7% +$193K 0.01% 1044
2023
Q4 		$2.47M Buy
47,273
+10,709
+29% +$523K 0.01% 1064
2023
Q3 		$1.72M Buy
36,564
+11,303
+45% +$555K 0.01% 1235
2023
Q2 		$1.23M Buy
25,261
+1,714
+7% +$79.1K 0.01% 1466
2023
Q1 		$1.06M Sell
23,547
-7,766
-25% -$344K 0.01% 1531
2022
Q4 		$1.33M Buy
31,313
+21,352
+214% +$913K 0.01% 1323
2022
Q3 		$397K Buy
9,961
+4,975
+100% +$220K ﹤0.01% 2125
2022
Q2 		$208K Buy
+4,986
New +$227K ﹤0.01% 2694

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cambridge Investment Research Advisors's LCTU Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.3% in Q2 2026, selling an estimated $141K and leaving 54,128 shares worth $4.34M. The position accounts for 0.01% of the portfolio, ranked #1117.

Cambridge Investment Research Advisors first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.72M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Cambridge Investment Research Advisors held 54,128 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.34M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 1,821 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $141K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1117 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
  • Cambridge Investment Research Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.72M 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.