Goldstein Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Goldstein Advisors’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	$250K	Sell	3,118 -294	-9%	-$22.8K	0.02%	218
2026 Q1	$239K	Sell	3,412 -66	-2%	-$4.85K	0.03%	186
2025 Q4	$258K	Sell	3,478 -9	-0.3%	-$662	0.03%	174
2025 Q3	$253K	Sell	3,487 -85	-2%	-$5.93K	0.03%	168
2025 Q2	$240K	Buy	3,572 +5	+0.1%	+$310	0.03%	161
2025 Q1	$216K	Buy	3,567 +11	+0.3%	+$705	0.03%	171
2024 Q4	$228K	Sell	3,556 -111	-3%	-$7.15K	0.03%	165
2024 Q3	$230K	Buy	3,667 +135	+4%	+$8.15K	0.04%	161
2024 Q2	$210K	Buy	+3,532	New	+$202K	0.04%	153

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

Goldstein Advisors's LCTU Position: Q2 2026 in Review

Goldstein Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 8.6% in Q2 2026, selling an estimated $22.8K and leaving 3,118 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #218.

Goldstein Advisors first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. The position peaked at $258K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Goldstein Advisors held 3,118 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $250K as of Q2 2026.
Goldstein Advisors sold 294 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $22.8K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #218 holding.
Goldstein Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 quarters since.
Goldstein Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $258K in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.