CFS Investment Advisory Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

CFS Investment Advisory Services’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	$563K	Sell	7,027 -148	-2%	-$11.5K	0.04%	244
2026 Q1	$548K	Sell	7,175 -267	-4%	-$19.6K	0.04%	246
2025 Q4	$551K	Buy	7,442 +40	+0.5%	+$2.94K	0.04%	231
2025 Q3	$548K	Sell	7,402 -52	-0.7%	-$3.63K	0.04%	230
2025 Q2	$501K	Buy	7,454 +294	+4%	+$18.2K	0.04%	227
2025 Q1	$434K	Sell	7,160 -66	-0.9%	-$4.23K	0.04%	229
2024 Q4	$463K	Sell	7,226 -37	-0.5%	-$2.38K	0.04%	219
2024 Q3	$456K	Buy	7,263 +2,295	+46%	+$139K	0.04%	211
2024 Q2	$295K	Buy	4,968 +62	+1%	+$3.54K	0.02%	220
2024 Q1	$282K	Buy	4,906 +87	+2%	+$4.76K	0.05%	139
2023 Q4	$252K	Buy	+4,819	New	+$236K	0.05%	140

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

CFS Investment Advisory Services's LCTU Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.1% in Q2 2026, selling an estimated $11.5K and leaving 7,027 shares worth $563K. The position accounts for 0.04% of the portfolio, ranked #244.

CFS Investment Advisory Services first reported a position in LCTU in Q4 2023 and has held it in 11 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

CFS Investment Advisory Services held 7,027 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $563K as of Q2 2026.
CFS Investment Advisory Services sold 148 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $11.5K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #244 holding.
CFS Investment Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.