GeoWealth Management’s BlackRock US Carbon Transition Readiness ETF LCTU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4M	Buy	59,403 +22,648	+62%	+$1.52M	0.16%	79
2025 Q1	$2.23M	Buy	36,755 +19,172	+109%	+$1.16M	0.09%	128
2024 Q4	$1.13M	Buy	17,583 +16,526	+1,563%	+$1.06M	0.04%	275
2024 Q3	$66.3K	Buy	+1,057	New	+$66.3K	﹤0.01%	996