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

Clearstead 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
2026 Q2	$13K	Hold	162	–	–	﹤0.01%	1910
2026 Q1	$11.4K	Hold	162	–	–	﹤0.01%	1560
2025 Q4	$12K	Hold	162	–	–	﹤0.01%	1849
2025 Q3	$11.8K	Hold	162	–	–	﹤0.01%	1874
2025 Q2	$10.9K	Hold	162	–	–	﹤0.01%	1861
2025 Q1	$9.82K	Hold	162	–	–	﹤0.01%	1608
2024 Q4	$10.4K	Buy	+162	New	+$10.4K	﹤0.01%	1559

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

Clearstead Advisors's LCTU Position: Q2 2026 in Review

Clearstead Advisors held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 162 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Clearstead Advisors first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Clearstead Advisors held 162 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $13K as of Q2 2026.
Clearstead Advisors left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1910 holding.
Clearstead Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.