HF Advisory Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,948
Closed -$235K 166
2024
Q2
$235K Buy
+3,948
New +$226K 0.12% 152

Other funds holding LCTU

HF Advisory Group's LCTU Position: Q3 2024 in Review

HF Advisory Group sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2024, closing a stake of 3,948 shares — an estimated $235K sold.

HF Advisory Group first reported a position in LCTU in Q2 2024 and held it in 1 quarter. The position peaked at $235K in Q2 2024. 166 funds tracked by Wall St. Rank hold LCTU as of Q3 2024.

  • HF Advisory Group reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2024 after selling out during the quarter.
  • HF Advisory Group sold 3,948 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2024, an estimated $235K.
  • HF Advisory Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and held it in 1 quarter.
  • HF Advisory Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $235K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2024.

Based on HF Advisory Group's 13F filing for Q3 2024, filed 30 Oct 2024.