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

IFG Advisory’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	$55.4K	Buy	+691	New	+$53.6K	﹤0.01%	1293

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

IFG Advisory's LCTU Position: Q2 2026 in Review

IFG Advisory opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 691 shares worth $55.4K. The stake represents ﹤0.01% of the portfolio and ranks #1293 among its holdings.

208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

IFG Advisory held 691 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $55.4K as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new IFG Advisory position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1293 holding.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.