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

Citadel 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
2025 Q3	–	Sell	-5,783	Closed	-$389K	–	13513
2025 Q2	$389K	Sell	5,783 -15,953	-73%	-$990K	﹤0.01%	9211
2025 Q1	$1.32M	Buy	+21,736	New	+$1.39M	﹤0.01%	6347
2024 Q4	–	Sell	-22,252	Closed	-$1.4M	–	14993
2024 Q3	$1.4M	Buy	+22,252	New	+$1.34M	﹤0.01%	6192
2023 Q4	–	Sell	-18,096	Closed	-$852K	–	14826
2023 Q3	$852K	Buy	+18,096	New	+$888K	﹤0.01%	6907
2022 Q4	–	Sell	-16,764	Closed	-$668K	–	15202
2022 Q3	$668K	Buy	16,764 +4,839	+41%	+$214K	﹤0.01%	7839
2022 Q2	$498K	Sell	11,925 -4,027	-25%	-$184K	﹤0.01%	8662
2022 Q1	$806K	Buy	15,952 +4,400	+38%	+$221K	﹤0.01%	8205
2021 Q4	$622K	Sell	11,552 -7,471	-39%	-$395K	﹤0.01%	9134
2021 Q3	$946K	Sell	19,023 -3,480	-15%	-$177K	﹤0.01%	8300
2021 Q2	$1.11M	Buy	+22,503	New	+$1.08M	﹤0.01%	8081

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Citadel Advisors's LCTU Position: Q3 2025 in Review

Citadel Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 5,783 shares — an estimated $389K sold.

Citadel Advisors first reported a position in LCTU in Q2 2021 and held it in 10 quarters. The position peaked at $1.4M in Q3 2024. 174 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

Citadel Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
Citadel Advisors sold 5,783 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $389K.
Citadel Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and held it in 10 quarters.
Citadel Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.4M in Q3 2024.
174 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Citadel Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.