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

Envestnet Portfolio Solutions’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	$64.4M	Sell	803,987 -39,630	-5%	-$3.08M	0.31%	58
2026 Q1	$59.2M	Sell	843,617 -101,296	-11%	-$7.44M	0.33%	54
2025 Q4	$70M	Sell	944,913 -8,907	-0.9%	-$655K	0.25%	64
2025 Q3	$69.2M	Sell	953,820 -59,322	-6%	-$4.14M	0.26%	63
2025 Q2	$68.2M	Sell	1,013,142 -100,786	-9%	-$6.25M	0.25%	62
2025 Q1	$67.5M	Sell	1,113,928 -337,378	-23%	-$21.6M	0.26%	58
2024 Q4	$93M	Sell	1,451,306 -60,444	-4%	-$3.89M	0.3%	51
2024 Q3	$94.8M	Sell	1,511,750 -188,676	-11%	-$11.4M	0.31%	48
2024 Q2	$101M	Sell	1,700,426 -69,427	-4%	-$3.97M	0.35%	49
2024 Q1	$102M	Sell	1,769,853 -96,396	-5%	-$5.27M	0.38%	48
2023 Q4	$97.7M	Buy	1,866,249 +368,286	+25%	+$18M	0.41%	47
2023 Q3	$70.5M	Buy	+1,497,963	New	+$73.5M	0.33%	50

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

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 Portfolio Solutions's LCTU Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.7% in Q2 2026, selling an estimated $3.08M and leaving 803,987 shares worth $64.4M. The position accounts for 0.31% of the portfolio, ranked #58.

Envestnet Portfolio Solutions first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $102M in Q1 2024. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Envestnet Portfolio Solutions held 803,987 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $64.4M as of Q2 2026.
Envestnet Portfolio Solutions sold 39,630 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.08M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.31% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #58 holding.
Envestnet Portfolio Solutions first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $102M in Q1 2024.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.