Freedom Investment Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Freedom Investment 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
2026 Q2	$236K	Buy	2,943 +27	+0.9%	+$2.1K	0.07%	93
2026 Q1	$205K	Sell	2,916 -194	-6%	-$14.3K	0.06%	105
2025 Q4	$230K	Sell	3,110 -695	-18%	-$51.1K	0.07%	108
2025 Q3	$276K	Sell	3,805 -4,224	-53%	-$295K	0.07%	119
2025 Q2	$540K	Buy	8,029 +90	+1%	+$5.58K	0.04%	423
2025 Q1	$481K	Buy	7,939 +2,956	+59%	+$190K	0.04%	437
2024 Q4	$319K	Buy	+4,983	New	+$321K	0.03%	575

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

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

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

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

Freedom Investment Management's LCTU Position: Q2 2026 in Review

Freedom Investment Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.93% in Q2 2026, buying an estimated $2.1K and bringing the position to 2,943 shares worth $236K. The position accounts for 0.07% of the portfolio, ranked #93.

Freedom Investment Management first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $540K in Q2 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Freedom Investment Management held 2,943 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $236K as of Q2 2026.
Freedom Investment Management bought 27 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.07% of Freedom Investment Management's portfolio in Q2 2026, its #93 holding.
Freedom Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
Freedom Investment Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $540K in Q2 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.