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

HighTower Advisors’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	$1.88M	Buy	23,451 +704	+3%	+$54.6K	﹤0.01%	1818
2026 Q1	$1.6M	Buy	22,747 +429	+2%	+$31.5K	﹤0.01%	1850
2025 Q4	$1.65M	Sell	22,318 -4,782	-18%	-$352K	﹤0.01%	1779
2025 Q3	$1.97M	Sell	27,100 -274	-1%	-$19.1K	﹤0.01%	1648
2025 Q2	$1.84M	Sell	27,374 -1,067	-4%	-$66.2K	﹤0.01%	1609
2025 Q1	$1.72M	Sell	28,441 -1,431	-5%	-$91.7K	﹤0.01%	1611
2024 Q4	$1.91M	Buy	29,872 +4,002	+15%	+$258K	﹤0.01%	1540
2024 Q3	$1.62M	Buy	25,870 +797	+3%	+$48.1K	﹤0.01%	1631
2024 Q2	$1.49M	Buy	25,073 +20,774	+483%	+$1.19M	﹤0.01%	1613
2024 Q1	$246K	Buy	+4,299	New	+$235K	﹤0.01%	2834

Other funds holding LCTU

VMPIC

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

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 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

HighTower Advisors's LCTU Position: Q2 2026 in Review

HighTower Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.1% in Q2 2026, buying an estimated $54.6K and bringing the position to 23,451 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #1818.

HighTower Advisors first reported a position in LCTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.97M in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

HighTower Advisors held 23,451 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.88M as of Q2 2026.
HighTower Advisors bought 704 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $54.6K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1818 holding.
HighTower Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
HighTower Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.97M in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.