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

DOHJ LLC’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	–	Sell	-17,151	Closed	-$997K	–	77
2025 Q2	$997K	Buy	17,151 +581	+4%	+$36.1K	0.29%	71
2025 Q1	$1M	Buy	16,570 +294	+2%	+$18.8K	0.23%	83
2024 Q4	$1.04M	Buy	16,276 +312	+2%	+$20.1K	0.24%	81
2024 Q3	$992K	Buy	15,964 +708	+5%	+$42.8K	0.23%	80
2024 Q2	$906K	Buy	15,256 +648	+4%	+$37K	0.23%	78
2024 Q1	$839K	Buy	14,608 +354	+2%	+$19.4K	0.22%	83
2023 Q4	$746K	Buy	+14,254	New	+$697K	0.22%	79

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 $18.1B AUM 15% 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

DOHJ LLC's LCTU Position: Q3 2025 in Review

DOHJ LLC sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 17,151 shares — an estimated $997K sold.

DOHJ LLC first reported a position in LCTU in Q4 2023 and held it in 7 quarters. The position peaked at $1.04M in Q4 2024. 174 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

DOHJ LLC reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
DOHJ LLC sold 17,151 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $997K.
DOHJ LLC first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 7 quarters.
DOHJ LLC's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.04M in Q4 2024.
174 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on DOHJ LLC's 13F filing for Q3 2025.