Emergent Wealth Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Emergent Wealth Advisors’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 Q1	–	Sell	-3,364	Closed	-$249K	–	138
2025 Q4	$249K	Buy	3,364 +33	+1%	+$2.43K	0.14%	114
2025 Q3	$242K	Sell	3,331 -326	-9%	-$22.8K	0.14%	109
2025 Q2	$246K	Buy	3,657 +12	+0.3%	+$745	0.16%	96
2025 Q1	$221K	Sell	3,645 -1,438	-28%	-$92.2K	0.16%	95
2024 Q4	$326K	Sell	5,083 -90	-2%	-$5.8K	0.24%	78
2024 Q3	$325K	Sell	5,173 -89	-2%	-$5.38K	0.24%	76
2024 Q2	$313K	Sell	5,262 -77	-1%	-$4.4K	0.25%	75
2024 Q1	$307K	Buy	5,339 +969	+22%	+$53K	0.26%	69
2023 Q4	$229K	Buy	+4,370	New	+$214K	0.21%	95

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Emergent Wealth Advisors's LCTU Position: Q1 2026 in Review

Emergent Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026, closing a stake of 3,364 shares — an estimated $249K sold.

Emergent Wealth Advisors first reported a position in LCTU in Q4 2023 and held it in 9 quarters. The position peaked at $326K in Q4 2024. 196 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Emergent Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
Emergent Wealth Advisors sold 3,364 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $249K.
Emergent Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 9 quarters.
Emergent Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $326K in Q4 2024.
196 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Emergent Wealth Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.