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

Ehrlich Financial 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	$260K	Buy	3,244 +232	+8%	+$18K	0.13%	105
2026 Q1	$211K	Buy	3,012 +175	+6%	+$12.9K	0.12%	111
2025 Q4	$210K	Buy	+2,837	New	+$209K	0.12%	105

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

Ehrlich Financial Group's LCTU Position: Q2 2026 in Review

Ehrlich Financial Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.7% in Q2 2026, buying an estimated $18K and bringing the position to 3,244 shares worth $260K. The position accounts for 0.13% of the portfolio, ranked #105.

Ehrlich Financial Group first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Ehrlich Financial Group held 3,244 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $260K as of Q2 2026.
Ehrlich Financial Group bought 232 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $18K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of Ehrlich Financial Group's portfolio in Q2 2026, its #105 holding.
Ehrlich Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 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 Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.