CCM
LCTU icon

Coldstream Capital Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Coldstream Capital Management’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
-487
Closed -$29.5K – 2320
2025
Q1 		$29.5K Buy
+487
New +$31.2K ﹤0.01% 1948

Other funds holding LCTU

Envestnet Asset Management
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
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Coldstream Capital Management's LCTU Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025, closing a stake of 487 shares — an estimated $29.5K sold.

Coldstream Capital Management first reported a position in LCTU in Q1 2025 and held it in 1 quarter. The position peaked at $29.5K in Q1 2025. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 487 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $29.5K.
  • Coldstream Capital Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $29.5K in Q1 2025.
  • 186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.