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

Equitable Holdings’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	$4.68M	Sell	58,362 -3,249	-5%	-$252K	0.03%	476
2026 Q1	$4.56M	Sell	61,611 -6,750	-10%	-$496K	0.03%	460
2025 Q4	$5.06M	Buy	68,361 +4,189	+7%	+$308K	0.03%	372
2025 Q3	$4.66M	Buy	64,172 +4,454	+7%	+$311K	0.03%	373
2025 Q2	$4.02M	Sell	59,718 -373	-0.6%	-$23.1K	0.03%	379
2025 Q1	$3.64M	Sell	60,091 -296	-0.5%	-$19K	0.03%	363
2024 Q4	$3.87M	Sell	60,387 -3,039	-5%	-$196K	0.04%	331
2024 Q3	$3.98M	Sell	63,426 -5,500	-8%	-$332K	0.04%	321
2024 Q2	$4.09M	Sell	68,926 -32	-0%	-$1.83K	0.04%	299
2024 Q1	$3.96M	Sell	68,958 -1,700	-2%	-$93K	0.04%	290
2023 Q4	$3.7M	Buy	70,658 +19,074	+37%	+$932K	0.05%	276
2023 Q3	$2.43M	Buy	51,584 +17,068	+49%	+$838K	0.03%	316
2023 Q2	$1.69M	Buy	34,516 +1,851	+6%	+$85.5K	0.02%	388
2023 Q1	$1.48M	Buy	32,665 +4,037	+14%	+$179K	0.02%	395
2022 Q4	$1.21M	Buy	+28,628	New	+$1.22M	0.02%	401

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

Equitable Holdings's LCTU Position: Q2 2026 in Review

Equitable Holdings reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.3% in Q2 2026, selling an estimated $252K and leaving 58,362 shares worth $4.68M. The position accounts for 0.03% of the portfolio, ranked #476.

Equitable Holdings first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.06M in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Equitable Holdings held 58,362 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.68M as of Q2 2026.
Equitable Holdings sold 3,249 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $252K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Equitable Holdings's portfolio in Q2 2026, its #476 holding.
Equitable Holdings first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 quarters since.
Equitable Holdings's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.06M in Q4 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.