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

Financially Speaking’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 Q4	–	Sell	-60	Closed	-$4.36K	–	173
2025 Q3	$4.36K	Hold	60	–	–	﹤0.01%	126
2025 Q2	$4.04K	Sell	60 -612	-91%	-$38K	﹤0.01%	117
2025 Q1	$40.7K	Sell	672 -252,004	-100%	-$16.2M	0.03%	27
2024 Q4	$16.2M	Buy	+252,676	New	+$16.3M	10.99%	4

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Financially Speaking's LCTU Position: Q4 2025 in Review

Financially Speaking sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2025, closing a stake of 60 shares — an estimated $4.36K sold.

Financially Speaking first reported a position in LCTU in Q4 2024 and held it in 4 quarters. The position peaked at $16.2M in Q4 2024. 204 funds tracked by Wall St. Rank hold LCTU as of Q4 2025.

Financially Speaking reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2025 after selling out during the quarter.
Financially Speaking sold 60 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2025, an estimated $4.36K.
Financially Speaking first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 4 quarters.
Financially Speaking's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $16.2M in Q4 2024.
204 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on Financially Speaking's 13F filing for Q4 2025, filed 10 Feb 2026.