Global Financial Private Client’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-462	Closed	-$28K	–	976
2025 Q1	$28K	Buy	462 +4	+0.9%	+$256	0.01%	400
2024 Q4	$29.3K	Sell	458 -10	-2%	-$644	0.01%	376
2024 Q3	$29.4K	Sell	468 -59	-11%	-$3.56K	0.01%	379
2024 Q2	$31.3K	Buy	527 +18	+4%	+$1.03K	0.01%	345
2024 Q1	$29.1K	Sell	509 -1	-0.2%	-$55	0.01%	356
2023 Q4	$26.7K	Buy	510 +217	+74%	+$10.6K	0.01%	360
2023 Q3	$13.8K	Hold	293	–	–	0.01%	403
2023 Q2	$14.3K	Buy	293 +135	+85%	+$6.23K	0.01%	403
2023 Q1	$7.17K	Hold	158	–	–	﹤0.01%	482
2022 Q4	$6.7K	Hold	158	–	–	﹤0.01%	466
2022 Q3	$6.45K	Buy	+158	New	+$6.99K	﹤0.01%	447

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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

Global Financial Private Client's LCTU Position: Q2 2025 in Review

Global Financial Private Client sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025, closing a stake of 462 shares — an estimated $28K sold.

Global Financial Private Client first reported a position in LCTU in Q3 2022 and held it in 11 quarters. The position peaked at $31.3K in Q2 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

Global Financial Private Client reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 462 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $28K.
Global Financial Private Client first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and held it in 11 quarters.
Global Financial Private Client's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $31.3K in Q2 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.