EQ LLC’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

EQ LLC’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	$988K	Sell	12,325 -1,375	-10%	-$107K	0.24%	45
2026 Q1	$961K	Buy	13,700 +1,407	+11%	+$103K	0.27%	43
2025 Q4	$911K	Sell	12,293 -294	-2%	-$21.6K	0.26%	48
2025 Q3	$914K	Hold	12,587	–	–	0.31%	46
2025 Q2	$847K	Buy	12,587 +1,574	+14%	+$97.7K	0.33%	43
2025 Q1	$667K	Buy	11,013 +1,060	+11%	+$68K	0.31%	41
2024 Q4	$637K	Buy	9,953 +216	+2%	+$13.9K	0.3%	43
2024 Q3	$611K	Buy	+9,737	New	+$588K	0.31%	39

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

EQ LLC's LCTU Position: Q2 2026 in Review

EQ LLC reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 10% in Q2 2026, selling an estimated $107K and leaving 12,325 shares worth $988K. The position accounts for 0.24% of the portfolio, ranked #45.

EQ LLC first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

EQ LLC held 12,325 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $988K as of Q2 2026.
EQ LLC sold 1,375 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $107K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.24% of EQ LLC's portfolio in Q2 2026, its #45 holding.
EQ LLC first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 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 EQ LLC's 13F filing for Q2 2026, filed 23 Jul 2026.