Carson Wealth (CWM LLC)
LCTU icon

Carson Wealth (CWM LLC)’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$17.8M Sell
254,071
-14,114
-5% -$1.04M 0.05% 366
2025
Q4 		$19.9M Sell
268,185
-14,073
-5% -$1.04M 0.05% 317
2025
Q3 		$20.5M Sell
282,258
-15,684
-5% -$1.09M 0.06% 270
2025
Q2 		$20M Sell
297,942
-2,263
-0.8% -$140K 0.07% 240
2025
Q1 		$18.2M Sell
300,205
-23,012
-7% -$1.48M 0.07% 236
2024
Q4 		$20.7M Sell
323,217
-91,579
-22% -$5.9M 0.09% 200
2024
Q3 		$26M Sell
414,796
-154,316
-27% -$9.32M 0.11% 168
2024
Q2 		$33.8M Sell
569,112
-98,645
-15% -$5.64M 0.16% 129
2024
Q1 		$38.3M Sell
667,757
-80,049
-11% -$4.38M 0.19% 108
2023
Q4 		$39.1M Buy
747,806
+41,252
+6% +$2.02M 0.21% 92
2023
Q3 		$33.3M Buy
706,554
+221,945
+46% +$10.9M 0.2% 98
2023
Q2 		$23.7M Buy
484,609
+5,247
+1% +$242K 0.15% 134
2023
Q1 		$21.7M Buy
479,362
+34,002
+8% +$1.51M 0.15% 138
2022
Q4 		$18.9M Buy
445,360
+120,301
+37% +$5.15M 0.14% 144
2022
Q3 		$13M Buy
325,059
+67,484
+26% +$2.98M 0.1% 163
2022
Q2 		$10.8M Buy
+257,575
New +$11.7M 0.08% 187

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LCTU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.3% in Q1 2026, selling an estimated $1.04M and leaving 254,071 shares worth $17.8M. The position accounts for 0.05% of the portfolio, ranked #366.

Carson Wealth (CWM LLC) first reported a position in LCTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $39.1M in Q4 2023. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 254,071 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $17.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 14,114 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $1.04M.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #366 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $39.1M in Q4 2023.
  • 195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.