Creative Financial Designs’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Creative Financial Designs’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	$31.2K	Sell	389 -14	-3%	-$1.09K	﹤0.01%	1168
2026 Q1	$28.3K	Hold	403	–	–	﹤0.01%	1093
2025 Q4	$29.9K	Sell	403 -98	-20%	-$7.21K	﹤0.01%	1044
2025 Q3	$36.4K	Sell	501 -3,353	-87%	-$234K	﹤0.01%	960
2025 Q2	$259K	Sell	3,854 -581	-13%	-$36.1K	0.02%	436
2025 Q1	$269K	Sell	4,435 -100	-2%	-$6.41K	0.02%	382
2024 Q4	$290K	Sell	4,535 -717	-14%	-$46.2K	0.02%	370
2024 Q3	$330K	Sell	5,252 -357	-6%	-$21.6K	0.03%	350
2024 Q2	$333K	Sell	5,609 -41	-0.7%	-$2.34K	0.03%	334
2024 Q1	$324K	Sell	5,650 -13	-0.2%	-$711	0.03%	323
2023 Q4	$296K	Buy	5,663 +2,651	+88%	+$130K	0.03%	313
2023 Q3	$142K	Sell	3,012 -373	-11%	-$18.3K	0.02%	425
2023 Q2	$165K	Sell	3,385 -486	-13%	-$22.4K	0.02%	378
2023 Q1	$175K	Buy	3,871 +1,932	+100%	+$85.5K	0.02%	352
2022 Q4	$82.3K	Hold	1,939	–	–	0.01%	481
2022 Q3	$77K	Buy	1,939 +1,901	+5,003%	+$84.1K	0.01%	483
2022 Q2	$2K	Buy	+38	New	+$1.73K	﹤0.01%	1132

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

Creative Financial Designs's LCTU Position: Q2 2026 in Review

Creative Financial Designs reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.5% in Q2 2026, selling an estimated $1.09K and leaving 389 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Creative Financial Designs first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $333K in Q2 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Creative Financial Designs held 389 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $31.2K as of Q2 2026.
Creative Financial Designs sold 14 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.09K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1168 holding.
Creative Financial Designs 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.
Creative Financial Designs's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $333K in Q2 2024.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.