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

Fedenia Advisers’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
-670
Closed -$42.9K – 279
2024
Q4 		$42.9K Buy
+670
New +$43.1K 0.03% 262

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Fedenia Advisers's LCTU Position: Q1 2025 in Review

Fedenia Advisers sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 670 shares — an estimated $42.9K sold.

Fedenia Advisers first reported a position in LCTU in Q4 2024 and held it in 1 quarter. The position peaked at $42.9K in Q4 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

  • Fedenia Advisers reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
  • Fedenia Advisers sold 670 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $42.9K.
  • Fedenia Advisers first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 1 quarter.
  • Fedenia Advisers's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $42.9K in Q4 2024.
  • 180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Fedenia Advisers's 13F filing for Q1 2025, filed 28 Apr 2025.