CAWM
LCTU icon

Capital A Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Capital A Wealth Management’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
Q2 		– Sell
-815
Closed -$49.4K – 674
2025
Q1 		$49.4K Hold
815
– – 0.05% 149
2024
Q4 		$52.2K Buy
+815
New +$52.5K 0.09% 154

Other funds holding LCTU

Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 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 $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Capital A Wealth Management's LCTU Position: Q2 2025 in Review

Capital A Wealth Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025, closing a stake of 815 shares — an estimated $49.4K sold.

Capital A Wealth Management first reported a position in LCTU in Q4 2024 and held it in 2 quarters. The position peaked at $52.2K in Q4 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

  • Capital A Wealth Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 815 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $49.4K.
  • Capital A Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $52.2K in Q4 2024.
  • 186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.