JMNC
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J. Mark Nickell & Co’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

J. Mark Nickell & Co’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 		– Sell
-8,215
Closed -$576K – 37
2026
Q1 		$576K Hold
8,215
– – 0.52% 18
2025
Q4 		$609K Buy
+8,215
New +$604K 0.56% 19

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

J. Mark Nickell & Co's LCTU Position: Q2 2026 in Review

J. Mark Nickell & Co sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 8,215 shares — an estimated $576K sold.

J. Mark Nickell & Co first reported a position in LCTU in Q4 2025 and held it in 2 quarters. The position peaked at $609K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • J. Mark Nickell & Co reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
  • J. Mark Nickell & Co sold 8,215 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $576K.
  • J. Mark Nickell & Co first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 2 quarters.
  • J. Mark Nickell & Co's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $609K in Q4 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on J. Mark Nickell & Co's 13F filing for Q2 2026, filed 11 Aug 2026.