Cetera Advisor Networks’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$3.29M	Sell	57,352 -1,119	-2%	-$61.2K	0.02%	794
2023 Q4	$3.06M	Buy	58,471 +13,307	+29%	+$650K	0.02%	790
2023 Q3	$2.13M	Buy	45,164 +14,401	+47%	+$707K	0.01%	867
2023 Q2	$1.5M	Buy	30,763 +1,838	+6%	+$84.9K	0.01%	1007
2023 Q1	$1.31M	Buy	28,925 +3,838	+15%	+$170K	0.01%	1069
2022 Q4	$1.06M	Buy	+25,087	New	+$1.07M	0.01%	1159

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Advisor Networks's LCTU Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.9% in Q1 2024, selling an estimated $61.2K and leaving 57,352 shares worth $3.29M. The position accounts for 0.02% of the portfolio, ranked #794.

Cetera Advisor Networks first reported a position in LCTU in Q4 2022 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold LCTU as of Q1 2024.

Cetera Advisor Networks held 57,352 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.29M as of Q1 2024.
Cetera Advisor Networks sold 1,119 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $61.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #794 holding.
Cetera Advisor Networks first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 6 quarters since.
146 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.