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

Copperleaf Capital’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 Q3	$876K	Sell	12,067 -420	-3%	-$29.3K	0.42%	56
2025 Q2	$840K	Buy	12,487 +61	+0.5%	+$3.79K	0.43%	60
2025 Q1	$753K	Buy	12,426 +339	+3%	+$21.7K	0.45%	61
2024 Q4	$774K	Sell	12,087 -2,623	-18%	-$169K	0.49%	55
2024 Q3	$923K	Sell	14,710 -34	-0.2%	-$2.05K	0.71%	46
2024 Q2	$876K	Buy	14,744 +1,179	+9%	+$67.4K	0.7%	43
2024 Q1	$779K	Sell	13,565 -814	-6%	-$44.5K	0.67%	46
2023 Q4	$753K	Buy	14,379 +2,729	+23%	+$133K	0.77%	43
2023 Q3	$549K	Buy	11,650 +2,959	+34%	+$145K	0.59%	45
2023 Q2	$424K	Buy	8,691 +3,989	+85%	+$184K	0.4%	52
2023 Q1	$213K	Buy	+4,702	New	+$208K	0.21%	70

Other funds holding LCTU

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Copperleaf Capital's LCTU Position: Q3 2025 in Review

Copperleaf Capital reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.4% in Q3 2025, selling an estimated $29.3K and leaving 12,067 shares worth $876K. The position accounts for 0.42% of the portfolio, ranked #56.

Copperleaf Capital first reported a position in LCTU in Q1 2023 and has held it in 11 quarters since. The position peaked at $923K in Q3 2024. 174 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

Copperleaf Capital held 12,067 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $876K as of Q3 2025.
Copperleaf Capital sold 420 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $29.3K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.42% of Copperleaf Capital's portfolio in Q3 2025, its #56 holding.
Copperleaf Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 11 quarters since.
Copperleaf Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $923K in Q3 2024.
174 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Copperleaf Capital's 13F filing for Q3 2025, filed 28 Oct 2025.