Envestnet Asset Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Envestnet Asset Management’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	$338M	Sell	4,217,213 -207,594	-5%	-$16.1M	0.08%	223
2026 Q1	$310M	Sell	4,424,807 -326,401	-7%	-$24M	0.08%	220
2025 Q4	$352M	Sell	4,751,208 -86,604	-2%	-$6.37M	0.1%	180
2025 Q3	$351M	Sell	4,837,812 -21,155	-0.4%	-$1.48M	0.1%	181
2025 Q2	$327M	Sell	4,858,967 -4,654	-0.1%	-$289K	0.1%	194
2025 Q1	$295M	Sell	4,863,621 -22,594	-0.5%	-$1.45M	0.1%	195
2024 Q4	$313M	Sell	4,886,215 -136,783	-3%	-$8.81M	0.1%	180
2024 Q3	$315M	Sell	5,022,998 -621,745	-11%	-$37.5M	0.1%	179
2024 Q2	$335M	Sell	5,644,743 -177,671	-3%	-$10.2M	0.12%	162
2024 Q1	$334M	Buy	5,822,414 +5,780	+0.1%	+$316K	0.12%	158
2023 Q4	$304M	Buy	5,816,634 +1,083,318	+23%	+$53M	0.13%	154
2023 Q3	$223M	Buy	4,733,316 +235,028	+5%	+$11.5M	0.1%	190
2023 Q2	$220M	Buy	4,498,288 +4,604	+0.1%	+$213K	0.1%	179
2023 Q1	$203M	Buy	4,493,684 +563,840	+14%	+$25M	0.1%	185
2022 Q4	$167M	Buy	3,929,844 +1,284,265	+49%	+$54.9M	0.09%	207
2022 Q3	$105M	Buy	2,645,579 +1,102,674	+71%	+$48.8M	0.06%	276
2022 Q2	$64.4M	Buy	+1,542,905	New	+$70.4M	0.04%	373

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Envestnet Asset Management's LCTU Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.7% in Q2 2026, selling an estimated $16.1M and leaving 4,217,213 shares worth $338M. The position accounts for 0.08% of the portfolio, ranked #223.

Envestnet Asset Management first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $352M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Envestnet Asset Management held 4,217,213 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $338M as of Q2 2026.
Envestnet Asset Management sold 207,594 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $16.1M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.08% of Envestnet Asset Management's portfolio in Q2 2026, its #223 holding.
Envestnet Asset Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Envestnet Asset Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $352M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.