Commonwealth Equity Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Commonwealth Equity Services’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	$3.33M	Buy	41,482 +880	+2%	+$68.3K	﹤0.01%	1699
2026 Q1	$2.85M	Sell	40,602 -4,469	-10%	-$328K	﹤0.01%	1732
2025 Q4	$3.34M	Sell	45,071 -1,700	-4%	-$125K	﹤0.01%	1606
2025 Q3	$3.4M	Sell	46,771 -764	-2%	-$53.3K	﹤0.01%	1623
2025 Q2	$3.2M	Sell	47,535 -1,047	-2%	-$65K	﹤0.01%	1651
2025 Q1	$2.94M	Sell	48,582 -348	-0.7%	-$22.3K	﹤0.01%	1640
2024 Q4	$3.13M	Buy	48,930 +3,791	+8%	+$244K	﹤0.01%	1549
2024 Q3	$2.83M	Sell	45,139 -2,726	-6%	-$165K	﹤0.01%	1594
2024 Q2	$2.84M	Buy	47,865 +14,918	+45%	+$852K	﹤0.01%	1562
2024 Q1	$1.89M	Buy	32,947 +1,567	+5%	+$85.7K	﹤0.01%	1825
2023 Q4	$1.64M	Buy	31,380 +5,450	+21%	+$266K	﹤0.01%	1827
2023 Q3	$1.22M	Buy	25,930 +10,131	+64%	+$497K	﹤0.01%	1935
2023 Q2	$772K	Buy	15,799 +300	+2%	+$13.9K	﹤0.01%	2284
2023 Q1	$701K	Buy	15,499 +1,012	+7%	+$44.8K	﹤0.01%	2285
2022 Q4	$614K	Buy	14,487 +2,797	+24%	+$120K	﹤0.01%	2311
2022 Q3	$466K	Buy	11,690 +6,179	+112%	+$273K	﹤0.01%	2459
2022 Q2	$230K	Buy	+5,511	New	+$251K	﹤0.01%	3072

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

Commonwealth Equity Services's LCTU Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.2% in Q2 2026, buying an estimated $68.3K and bringing the position to 41,482 shares worth $3.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1699.

Commonwealth Equity Services first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.4M in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Commonwealth Equity Services held 41,482 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.33M as of Q2 2026.
Commonwealth Equity Services bought 880 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $68.3K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1699 holding.
Commonwealth Equity Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Commonwealth Equity Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.4M in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.