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

Claro 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 Q2	–	Sell	-5,331	Closed	-$323K	–	450
2025 Q1	$323K	Sell	5,331 -513	-9%	-$32.9K	0.04%	365
2024 Q4	$374K	Buy	5,844 +10	+0.2%	+$644	0.05%	302
2024 Q3	$366K	Sell	5,834 -591	-9%	-$35.7K	0.05%	327
2024 Q2	$382K	Buy	6,425 +243	+4%	+$13.9K	0.06%	277
2024 Q1	$355K	Buy	+6,182	New	+$338K	0.06%	289

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Claro Advisors's LCTU Position: Q2 2025 in Review

Claro Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025, closing a stake of 5,331 shares — an estimated $323K sold.

Claro Advisors first reported a position in LCTU in Q1 2024 and held it in 5 quarters. The position peaked at $382K in Q2 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

Claro Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 5,331 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $323K.
Claro Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 5 quarters.
Claro Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $382K in Q2 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.