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Integrated Wealth Concepts’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Integrated Wealth Concepts’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 		$5.24M Buy
65,309
+4,408
+7% +$342K 0.03% 573
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

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Integrated Wealth Concepts's LCTU Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.2% in Q2 2026, buying an estimated $342K and bringing the position to 65,309 shares worth $5.24M. The position accounts for 0.03% of the portfolio, ranked #573.

Integrated Wealth Concepts first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.82M in Q3 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Integrated Wealth Concepts held 65,309 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $5.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 4,408 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $342K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #573 holding.
  • Integrated Wealth Concepts first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.82M in Q3 2024.
  • 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.