Jeff Yass’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Jeff Yass’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	$1.89M	Sell	23,534 -29,155	-55%	-$2.26M	﹤0.01%	6610
2026 Q1	$3.7M	Buy	52,689 +41,656	+378%	+$3.06M	﹤0.01%	4823
2025 Q4	$817K	Buy	+11,033	New	+$812K	﹤0.01%	7624
2025 Q2	–	Sell	-34,908	Closed	-$2.12M	–	13255
2025 Q1	$2.12M	Buy	+34,908	New	+$2.24M	﹤0.01%	5402
2024 Q4	–	Sell	-29,967	Closed	-$1.88M	–	12758
2024 Q3	$1.88M	Sell	29,967 -15,824	-35%	-$956K	﹤0.01%	5384
2024 Q2	$2.72M	Buy	45,791 +29,967	+189%	+$1.71M	﹤0.01%	4488
2024 Q1	$908K	Sell	15,824 -17,777	-53%	-$973K	﹤0.01%	7142
2023 Q4	$1.76M	Sell	33,601 -16,895	-33%	-$826K	﹤0.01%	5646
2023 Q3	$2.38M	Buy	50,496 +36,033	+249%	+$1.77M	﹤0.01%	4804
2023 Q2	$706K	Buy	14,463 +281	+2%	+$13K	﹤0.01%	7501
2023 Q1	$642K	Sell	14,182 -11,997	-46%	-$531K	﹤0.01%	7961
2022 Q4	$1.11M	Buy	+26,179	New	+$1.12M	﹤0.01%	5940
2022 Q2	–	Sell	-7,426	Closed	-$375K	–	13479
2022 Q1	$375K	Sell	7,426 -4,107	-36%	-$206K	﹤0.01%	9709
2021 Q4	$621K	Sell	11,533 -197	-2%	-$10.4K	﹤0.01%	8570
2021 Q3	$583K	Sell	11,730 -5,055	-30%	-$257K	﹤0.01%	8974
2021 Q2	$832K	Buy	+16,785	New	+$809K	﹤0.01%	8269

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

Jeff Yass's LCTU Position: Q2 2026 in Review

Jeff Yass reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 55% in Q2 2026, selling an estimated $2.26M and leaving 23,534 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #6610.

Jeff Yass first reported a position in LCTU in Q2 2021 and has held it in 16 quarters since. The position peaked at $3.7M in Q1 2026. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Jeff Yass held 23,534 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.89M as of Q2 2026.
Jeff Yass sold 29,155 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.26M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #6610 holding.
Jeff Yass first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 16 quarters since.
Jeff Yass's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.7M in Q1 2026.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.