GI
LCTU icon

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

Gradient Investments’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
2022
Q3 		– Sell
-6
Closed – – 1450
2022
Q2 		$0 Buy
+6
New +$274 ﹤0.01% 1311

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Gradient Investments's LCTU Position: Q3 2022 in Review

Gradient Investments sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2022, closing a stake of 6 shares.

Gradient Investments first reported a position in LCTU in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 71 funds tracked by Wall St. Rank hold LCTU as of Q3 2022.

  • Gradient Investments reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 6 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2022.
  • Gradient Investments first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and held it in 1 quarter.
  • Gradient Investments's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $0 in Q2 2022.
  • 71 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.