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

Cliff Asness’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	$282K	Sell	3,521 -88	-2%	-$6.83K	﹤0.01%	3653
2026 Q1	$253K	Sell	3,609 -1,959	-35%	-$144K	﹤0.01%	3492
2025 Q4	$413K	Buy	5,568 +167	+3%	+$12.3K	﹤0.01%	3012
2025 Q3	$392K	Buy	+5,401	New	+$377K	﹤0.01%	2937

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

Cliff Asness's LCTU Position: Q2 2026 in Review

Cliff Asness reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.4% in Q2 2026, selling an estimated $6.83K and leaving 3,521 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3653.

Cliff Asness first reported a position in LCTU in Q3 2025 and has held it in 4 quarters since. The position peaked at $413K in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Cliff Asness held 3,521 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $282K as of Q2 2026.
Cliff Asness sold 88 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $6.83K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3653 holding.
Cliff Asness first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and has held it in 4 quarters since.
Cliff Asness's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $413K in Q4 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.