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 Q2	–	Sell	-896	Closed	-$62.8K	–	506
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

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Guardian Wealth Advisors (North Carolina)'s LCTU Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 896 shares — an estimated $62.8K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in LCTU in Q4 2024 and held it in 4 quarters. The position peaked at $70.2K in Q2 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 896 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $62.8K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $70.2K in Q2 2025.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.