Cerity Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Cerity Partners’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	$5.22M	Buy	65,142 +4,356	+7%	+$338K	0.01%	1085
2026 Q1	$4.26M	Buy	60,786 +28,801	+90%	+$2.12M	0.01%	1088
2025 Q4	$2.37M	Sell	31,985 -6,096	-16%	-$448K	﹤0.01%	1302
2025 Q3	$2.76M	Buy	38,081 +2,095	+6%	+$146K	﹤0.01%	1136
2025 Q2	$2.42M	Sell	35,986 -1,164	-3%	-$72.2K	﹤0.01%	1130
2025 Q1	$2.25M	Sell	37,150 -5,535	-13%	-$355K	﹤0.01%	1060
2024 Q4	$2.73M	Sell	42,685 -2,335	-5%	-$150K	0.01%	970
2024 Q3	$2.82M	Buy	45,020 +1	+0%	+$60	0.01%	940
2024 Q2	$2.67M	Sell	45,019 -1,087	-2%	-$62.1K	0.01%	802
2024 Q1	$2.65M	Buy	46,106 +78	+0.2%	+$4.27K	0.01%	869
2023 Q4	$2.41M	Buy	46,028 +33,969	+282%	+$1.66M	0.01%	713
2023 Q3	$568K	Sell	12,059 -39,041	-76%	-$1.92M	﹤0.01%	932
2023 Q2	$2.5M	Sell	51,100 -2,363	-4%	-$109K	0.01%	663
2023 Q1	$2.42M	Buy	53,463 +11,803	+28%	+$522K	0.01%	667
2022 Q4	$2.28M	Sell	41,660 -23,944	-36%	-$1.02M	0.01%	505
2022 Q3	$2.62M	Buy	65,604 +72	+0.1%	+$3.19K	0.03%	332
2022 Q2	$2.73M	Sell	65,532 -1,391	-2%	-$63.4K	0.03%	342
2022 Q1	$2.77M	Buy	66,923 +3,546	+6%	+$178K	0.04%	269
2021 Q4	$2.85M	Buy	63,377 +25,770	+69%	+$1.36M	0.04%	267
2021 Q3	$1.87M	Sell	37,607 -4,725	-11%	-$241K	0.04%	274
2021 Q2	$2.1M	Buy	+42,332	New	+$2.04M	0.05%	256

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

Cerity Partners's LCTU Position: Q2 2026 in Review

Cerity Partners increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.2% in Q2 2026, buying an estimated $338K and bringing the position to 65,142 shares worth $5.22M. The position accounts for 0.01% of the portfolio, ranked #1085.

Cerity Partners first reported a position in LCTU in Q2 2021 and has held it in 21 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Cerity Partners held 65,142 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $5.22M as of Q2 2026.
Cerity Partners bought 4,356 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $338K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #1085 holding.
Cerity Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 21 quarters since.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.