Factory Mutual Insurance’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Factory Mutual Insurance’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
2025 Q1	–	Sell	-637,908	Closed	-$40.9M	–	176
2024 Q4	$40.9M	Hold	637,908	–	–	0.44%	56
2024 Q3	$40M	Sell	637,908 -416,000	-39%	-$25.1M	0.41%	60
2024 Q2	$62.6M	Hold	1,053,908	–	–	0.71%	30
2024 Q1	$60.5M	Sell	1,053,908 -1,070,000	-50%	-$58.6M	0.7%	35
2023 Q4	$111M	Hold	2,123,908	–	–	1.38%	16
2023 Q3	$100M	Hold	2,123,908	–	–	1.39%	17
2023 Q2	$104M	Hold	2,123,908	–	–	1.53%	14
2023 Q1	$96.1M	Hold	2,123,908	–	–	1.5%	13
2022 Q4	$90.1M	Hold	2,123,908	–	–	1.36%	16
2022 Q3	$84.7M	Hold	2,123,908	–	–	1.39%	15
2022 Q2	$88.6M	Hold	2,123,908	–	–	1.45%	13
2022 Q1	$107M	Hold	2,123,908	–	–	1.45%	14
2021 Q4	$102M	Hold	2,123,908	–	–	1.47%	11
2021 Q3	$106M	Hold	2,123,908	–	–	1.32%	16
2021 Q2	$105M	Buy	+2,123,908	New	+$102M	1.29%	18

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Factory Mutual Insurance's LCTU Position: Q1 2025 in Review

Factory Mutual Insurance sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 637,908 shares — an estimated $40.9M sold.

Factory Mutual Insurance first reported a position in LCTU in Q2 2021 and held it in 15 quarters. The position peaked at $111M in Q4 2023. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

Factory Mutual Insurance reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
Factory Mutual Insurance sold 637,908 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $40.9M.
Factory Mutual Insurance first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and held it in 15 quarters.
Factory Mutual Insurance's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $111M in Q4 2023.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Factory Mutual Insurance's 13F filing for Q1 2025, filed 17 Apr 2025.