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

Comerica Securities’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
2023 Q3	$427K	Buy	9,021 +2,705	+43%	+$133K	0.04%	297
2023 Q2	$308K	Buy	6,316 +103	+2%	+$4.76K	0.02%	374
2023 Q1	$281K	Buy	6,213 +1,495	+32%	+$66.2K	0.02%	396
2022 Q4	$200K	Buy	+4,718	New	+$202K	0.01%	474

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Comerica Securities's LCTU Position: Q3 2023 in Review

Comerica Securities increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 43% in Q3 2023, buying an estimated $133K and bringing the position to 9,021 shares worth $427K. The position accounts for 0.04% of the portfolio, ranked #297.

Comerica Securities first reported a position in LCTU in Q4 2022 and has held it in 4 quarters since. 125 funds tracked by Wall St. Rank hold LCTU as of Q3 2023.

Comerica Securities held 9,021 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $427K as of Q3 2023.
Comerica Securities bought 2,705 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2023, an estimated $133K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Comerica Securities's portfolio in Q3 2023, its #297 holding.
Comerica Securities first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 4 quarters since.
125 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2023.

Based on Comerica Securities's 13F filing for Q3 2023, filed 26 Oct 2023.