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

Golden State Wealth 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	$256K	Sell	3,189 -498	-14%	-$38.6K	0.02%	380
2026 Q1	$259K	Buy	3,687 +148	+4%	+$10.9K	0.03%	349
2025 Q4	$262K	Sell	3,539 -35	-1%	-$2.58K	0.03%	346
2025 Q3	$259K	Sell	3,574 -15	-0.4%	-$1.05K	0.03%	334
2025 Q2	$241K	Buy	3,589 +3,113	+654%	+$193K	0.03%	335
2025 Q1	$28.8K	Sell	476 -4,183	-90%	-$268K	﹤0.01%	715
2024 Q4	$298K	Buy	+4,659	New	+$300K	0.04%	272

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

Golden State Wealth Management's LCTU Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 14% in Q2 2026, selling an estimated $38.6K and leaving 3,189 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #380.

Golden State Wealth Management first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $298K in Q4 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Golden State Wealth Management held 3,189 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $256K as of Q2 2026.
Golden State Wealth Management sold 498 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $38.6K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #380 holding.
Golden State Wealth 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.
Golden State Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $298K in Q4 2024.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.