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

Cetera 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
2024 Q1	$3.34M	Buy	58,145 +27,901	+92%	+$1.53M	0.03%	596
2023 Q4	$1.58M	Buy	30,244 +7,390	+32%	+$361K	0.02%	588
2023 Q3	$1.08M	Buy	22,854 +7,313	+47%	+$359K	0.02%	699
2023 Q2	$759K	Buy	15,541 +1,718	+12%	+$79.3K	0.01%	839
2023 Q1	$625K	Buy	13,823 +1,027	+8%	+$45.5K	0.01%	905
2022 Q4	$543K	Buy	+12,796	New	+$547K	0.01%	934

Other funds holding LCTU

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 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 $8.89B AUM 25.87% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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 $377B AUM 19.32% 1-Year Est. Return

Cetera Advisors's LCTU Position: Q1 2024 in Review

Cetera Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 92% in Q1 2024, buying an estimated $1.53M and bringing the position to 58,145 shares worth $3.34M. The position accounts for 0.03% of the portfolio, ranked #596.

Cetera Advisors 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 Advisors held 58,145 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.34M as of Q1 2024.
Cetera Advisors bought 27,901 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $1.53M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Cetera Advisors's portfolio in Q1 2024, its #596 holding.
Cetera Advisors 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.