Integrated Wealth Concepts’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
2026 Q1	$4.27M	Buy	60,901 +27,582	+83%	+$2.03M	0.03%	476
2025 Q4	$2.47M	Sell	33,319 -29,470	-47%	-$2.17M	0.03%	476
2025 Q3	$4.56M	Buy	62,789 +1,631	+3%	+$114K	0.04%	401
2025 Q2	$4.11M	Buy	61,158 +3,587	+6%	+$223K	0.04%	380
2025 Q1	$3.49M	Buy	57,571 +190	+0.3%	+$12.2K	0.04%	409
2024 Q4	$3.68M	Sell	57,381 -35,435	-38%	-$2.28M	0.04%	365
2024 Q3	$5.82M	Buy	92,816 +24,064	+35%	+$1.45M	0.07%	253
2024 Q2	$4.08M	Buy	68,752 +138	+0.2%	+$7.89K	0.06%	308
2024 Q1	$3.94M	Buy	68,614 +2,452	+4%	+$134K	0.06%	309
2023 Q4	$3.46M	Buy	66,162 +15,204	+30%	+$743K	0.06%	316
2023 Q3	$2.4M	Buy	50,958 +18,043	+55%	+$886K	0.04%	390
2023 Q2	$1.61M	Buy	32,915 +2,444	+8%	+$113K	0.03%	532
2023 Q1	$1.38M	Buy	30,471 +4,162	+16%	+$184K	0.03%	513
2022 Q4	$1.12M	Buy	26,309 +16,021	+156%	+$685K	0.03%	445
2022 Q3	$410K	Buy	10,288 +4,615	+81%	+$204K	0.01%	651
2022 Q2	$237K	Buy	+5,673	New	+$259K	0.01%	829