Investor's Fiduciary Advisor Network’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Investor's Fiduciary Advisor Network’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	$318K	Sell	3,971 -27,054	-87%	-$2.1M	0.11%	158
2026 Q1	$2.17M	Sell	31,025 -2,013	-6%	-$148K	0.67%	34
2025 Q4	$2.45M	Buy	33,038 +807	+3%	+$59.4K	0.52%	44
2025 Q3	$2.34M	Sell	32,231 -1,565	-5%	-$109K	0.79%	28
2025 Q2	$2.27M	Sell	33,796 -15,120	-31%	-$938K	0.84%	25
2025 Q1	$2.96M	Buy	48,916 +2,036	+4%	+$131K	1.4%	13
2024 Q4	$3M	Buy	+46,880	New	+$3.02M	1.15%	20

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

Investor's Fiduciary Advisor Network's LCTU Position: Q2 2026 in Review

Investor's Fiduciary Advisor Network reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 87% in Q2 2026, selling an estimated $2.1M and leaving 3,971 shares worth $318K. The position accounts for 0.11% of the portfolio, ranked #158.

Investor's Fiduciary Advisor Network first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $3M in Q4 2024. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Investor's Fiduciary Advisor Network held 3,971 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $318K as of Q2 2026.
Investor's Fiduciary Advisor Network sold 27,054 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.1M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.11% of Investor's Fiduciary Advisor Network's portfolio in Q2 2026, its #158 holding.
Investor's Fiduciary Advisor Network first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
Investor's Fiduciary Advisor Network's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3M in Q4 2024.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q2 2026, filed 13 Aug 2026.