MLG Wealth Management DBA Pine Grove Financial Group’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
2025
Q4
$1.1M Buy
+14,882
New +$1.09M 0.13% 77

Other funds holding LCTU

MLG Wealth Management DBA Pine Grove Financial Group's LCTU Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2025: 14,882 shares worth $1.1M. The stake represents 0.13% of the portfolio and ranks #77 among its holdings.

204 funds tracked by Wall St. Rank hold LCTU as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 14,882 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.1M as of Q4 2025.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #77 holding.
  • 204 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.