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Golden State Equity Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-518
Closed -$32.5K – 670
2024
Q3 		$32.5K Buy
+518
New +$31.3K 0.02% 449

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Carson Wealth (CWM LLC)
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MML Investors Services
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Golden State Equity Partners's LCTU Position: Q4 2024 in Review

Golden State Equity Partners sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 518 shares — an estimated $32.5K sold.

Golden State Equity Partners first reported a position in LCTU in Q3 2024 and held it in 1 quarter. The position peaked at $32.5K in Q3 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

  • Golden State Equity Partners reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 518 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $32.5K.
  • Golden State Equity Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $32.5K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.