Guardian Wealth Advisors (North Carolina)’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	$62.8K	Buy	+896	New	+$65.8K	﹤0.01%	429
2025 Q3	–	Sell	-1,043	Closed	-$70.2K	–	470
2025 Q2	$70.2K	Hold	1,043	–	–	﹤0.01%	380
2025 Q1	$63.2K	Hold	1,043	–	–	0.01%	368
2024 Q4	$66.8K	Buy	+1,043	New	+$67.2K	0.01%	353

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s LCTU Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026: 896 shares worth $62.8K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in LCTU as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in LCTU in Q4 2024 and has held it in 4 quarters since. The position peaked at $70.2K in Q2 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 896 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $62.8K as of Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #429 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 4 quarters since.
Guardian Wealth Advisors (North Carolina)'s iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $70.2K in Q2 2025.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.