Farmers & Merchants Investments Inc’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Farmers & Merchants Investments Inc’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
2023 Q1	–	Sell	-202	Closed	-$8.57K	–	1775
2022 Q4	$8.57K	Buy	+202	New	+$8.64K	﹤0.01%	688

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Farmers & Merchants Investments Inc's LCTU Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2023, closing a stake of 202 shares — an estimated $8.57K sold.

Farmers & Merchants Investments Inc first reported a position in LCTU in Q4 2022 and held it in 1 quarter. The position peaked at $8.57K in Q4 2022. 101 funds tracked by Wall St. Rank hold LCTU as of Q1 2023.

Farmers & Merchants Investments Inc reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 202 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2023, an estimated $8.57K.
Farmers & Merchants Investments Inc first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 1 quarter.
Farmers & Merchants Investments Inc's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $8.57K in Q4 2022.
101 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.