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

Holistic Planning’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	$301K	Sell	3,754 -1,309	-26%	-$102K	0.05%	275
2026 Q1	$355K	Buy	5,063 +463	+10%	+$34K	0.07%	218
2025 Q4	$341K	Buy	+4,600	New	+$338K	0.07%	207

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

Holistic Planning's LCTU Position: Q2 2026 in Review

Holistic Planning reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 26% in Q2 2026, selling an estimated $102K and leaving 3,754 shares worth $301K. The position accounts for 0.05% of the portfolio, ranked #275.

Holistic Planning first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $355K in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Holistic Planning held 3,754 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $301K as of Q2 2026.
Holistic Planning sold 1,309 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $102K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #275 holding.
Holistic Planning first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
Holistic Planning's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $355K in Q1 2026.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.