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

Gries Financial’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
-4,213
Closed -$264K – 292
2024
Q3 		$264K Buy
+4,213
New +$254K 0.05% 217

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Gries Financial's LCTU Position: Q4 2024 in Review

Gries Financial sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 4,213 shares — an estimated $264K sold.

Gries Financial first reported a position in LCTU in Q3 2024 and held it in 1 quarter. The position peaked at $264K in Q3 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

  • Gries Financial reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
  • Gries Financial sold 4,213 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $264K.
  • Gries Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and held it in 1 quarter.
  • Gries Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $264K 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 Gries Financial's 13F filing for Q4 2024, filed 23 Jan 2025.