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

Credit Suisse’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
2024 Q1	$102M	Buy	1,785,000 +200,000	+13%	+$10.9M	0.1%	194
2023 Q4	$83M	Buy	1,585,000 +420,000	+36%	+$20.5M	0.08%	244
2023 Q3	$54.8M	Hold	1,165,000	–	–	0.06%	354
2023 Q2	$56.9M	Hold	1,165,000	–	–	0.06%	361
2023 Q1	$52.7M	Buy	1,165,000 +120,000	+11%	+$5.31M	0.05%	382
2022 Q4	$44.3M	Buy	1,045,000 +55,000	+6%	+$2.35M	0.05%	430
2022 Q3	$39.5M	Hold	990,000	–	–	0.04%	452
2022 Q2	$41.3M	Buy	+990,000	New	+$45.2M	0.04%	453

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

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

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

FMI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

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

Credit Suisse's LCTU Position: Q1 2024 in Review

Credit Suisse increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 13% in Q1 2024, buying an estimated $10.9M and bringing the position to 1,785,000 shares worth $102M. The position accounts for 0.1% of the portfolio, ranked #194.

Credit Suisse first reported a position in LCTU in Q2 2022 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold LCTU as of Q1 2024.

Credit Suisse held 1,785,000 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $102M as of Q1 2024.
Credit Suisse bought 200,000 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $10.9M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.1% of Credit Suisse's portfolio in Q1 2024, its #194 holding.
Credit Suisse first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.