Csenge Advisory Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Csenge Advisory Group’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	$277K	Sell	3,455 -258	-7%	-$20K	0.01%	628
2026 Q1	$260K	Buy	3,713 +69	+2%	+$5.07K	0.01%	615
2025 Q4	$270K	Sell	3,644 -10	-0.3%	-$736	0.01%	601
2025 Q3	$265K	Sell	3,654 -322	-8%	-$22.5K	0.01%	577
2025 Q2	$255K	Buy	3,976 +64	+2%	+$3.97K	0.01%	590
2025 Q1	$223K	Buy	3,912 +45	+1%	+$2.88K	0.01%	610
2024 Q4	$248K	Sell	3,867 -23	-0.6%	-$1.48K	0.01%	605
2024 Q3	$247K	Buy	+3,890	New	+$235K	0.01%	615

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

Csenge Advisory Group's LCTU Position: Q2 2026 in Review

Csenge Advisory Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.9% in Q2 2026, selling an estimated $20K and leaving 3,455 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #628.

Csenge Advisory Group first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Csenge Advisory Group held 3,455 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $277K as of Q2 2026.
Csenge Advisory Group sold 258 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $20K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #628 holding.
Csenge Advisory Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.