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

Endeavor Private Wealth’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	$431K	Buy	6,149 +1,766	+40%	+$130K	0.12%	138
2025 Q4	$325K	Sell	4,383 -340	-7%	-$25K	0.09%	153
2025 Q3	$343K	Buy	4,723 +11	+0.2%	+$768	0.11%	147
2025 Q2	$317K	Buy	4,712 +183	+4%	+$11.4K	0.15%	98
2025 Q1	$274K	Buy	4,529 +63	+1%	+$4.04K	0.15%	105
2024 Q4	$286K	Buy	+4,466	New	+$288K	0.27%	53

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Endeavor Private Wealth's LCTU Position: Q1 2026 in Review

Endeavor Private Wealth increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 40% in Q1 2026, buying an estimated $130K and bringing the position to 6,149 shares worth $431K. The position accounts for 0.12% of the portfolio, ranked #138.

Endeavor Private Wealth first reported a position in LCTU in Q4 2024 and has held it in 6 quarters since. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Endeavor Private Wealth held 6,149 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $431K as of Q1 2026.
Endeavor Private Wealth bought 1,766 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $130K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.12% of Endeavor Private Wealth's portfolio in Q1 2026, its #138 holding.
Endeavor Private Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 6 quarters since.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Endeavor Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.