Financial Gravity Asset Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Financial Gravity Asset Management’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
2024 Q2	–	Sell	-1,410	Closed	-$76K	–	1994
2024 Q1	$76K	Sell	1,410 -72,008	-98%	-$3.94M	0.01%	320
2023 Q4	$1.81M	Buy	73,418 +971	+1%	+$47.5K	0.02%	242
2023 Q3	$1.76M	Buy	72,447 +67,409	+1,338%	+$3.31M	0.02%	232
2023 Q2	$246	Buy	5,038 +56	+1%	+$2.59K	﹤0.01%	1125
2023 Q1	$226	Buy	+4,982	New	+$221K	0.01%	596

Other funds holding LCTU

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 Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

PAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Financial Gravity Asset Management's LCTU Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2024, closing a stake of 1,410 shares — an estimated $76K sold.

Financial Gravity Asset Management first reported a position in LCTU in Q1 2023 and held it in 5 quarters. The position peaked at $1.81M in Q4 2023. 155 funds tracked by Wall St. Rank hold LCTU as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1,410 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $76K.
Financial Gravity Asset Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and held it in 5 quarters.
Financial Gravity Asset Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.81M in Q4 2023.
155 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.