Godfrey Financial Associates’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Godfrey Financial Associates’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	$375K	Buy	4,675 +3	+0.1%	+$233	0.29%	50
2026 Q1	$328K	Sell	4,672 -46	-1%	-$3.38K	0.28%	50
2025 Q4	$350K	Buy	+4,718	New	+$347K	0.3%	47

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

Godfrey Financial Associates's LCTU Position: Q2 2026 in Review

Godfrey Financial Associates increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.06% in Q2 2026, buying an estimated $233 and bringing the position to 4,675 shares worth $375K. The position accounts for 0.29% of the portfolio, ranked #50.

Godfrey Financial Associates first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Godfrey Financial Associates held 4,675 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $375K as of Q2 2026.
Godfrey Financial Associates bought 3 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $233.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.29% of Godfrey Financial Associates's portfolio in Q2 2026, its #50 holding.
Godfrey Financial Associates first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.