HI
LCTU icon

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

Harbour 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
2026
Q2 		$472K Sell
5,884
-215
-4% -$16.7K 0.01% 1145
2026
Q1 		$428K Buy
6,099
+1,065
+21% +$78.2K 0.01% 1125
2025
Q4 		$373K Sell
5,034
-1,334
-21% -$98.1K 0.01% 981
2025
Q3 		$462K Sell
6,368
-197
-3% -$13.8K 0.01% 861
2025
Q2 		$442K Sell
6,565
-105
-2% -$6.51K 0.01% 820
2025
Q1 		$404K Sell
6,670
-7
-0.1% -$449 0.01% 800
2024
Q4 		$428K Sell
6,677
-236
-3% -$15.2K 0.01% 745
2024
Q3 		$434K Sell
6,913
-888
-11% -$53.6K 0.01% 711
2024
Q2 		$463K Buy
7,801
+441
+6% +$25.2K 0.02% 630
2024
Q1 		$423K Sell
7,360
-73
-1% -$4K 0.02% 653
2023
Q4 		$389K Buy
7,433
+3,493
+89% +$171K 0.02% 621
2023
Q3 		$185K Buy
3,940
+98
+3% +$4.81K 0.01% 813
2023
Q2 		$188K Buy
3,842
+3,543
+1,185% +$164K 0.01% 818
2023
Q1 		$13.5K Buy
299
+182
+156% +$8.06K ﹤0.01% 1897
2022
Q4 		$4.96K Buy
117
+59
+102% +$2.52K ﹤0.01% 2221
2022
Q3 		$2K Hold
58
– – ﹤0.01% 2457
2022
Q2 		$2K Buy
+58
New +$2.65K ﹤0.01% 2457
2021
Q4 		$0 Hold
1
– – ﹤0.01% 3213
2021
Q3 		$0 Buy
+1
New +$51 ﹤0.01% 3868

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Harbour Investments's LCTU Position: Q2 2026 in Review

Harbour Investments reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.5% in Q2 2026, selling an estimated $16.7K and leaving 5,884 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1145.

Harbour Investments first reported a position in LCTU in Q3 2021 and has held it in 19 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Harbour Investments held 5,884 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $472K as of Q2 2026.
  • Harbour Investments sold 215 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $16.7K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #1145 holding.
  • Harbour Investments first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2021 and has held it in 19 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.