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

Journey Strategic Wealth’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 Q1	$202K	Sell	2,880 -240	-8%	-$17.6K	0.01%	771
2025 Q4	$231K	Sell	3,120 -970	-24%	-$71.4K	0.01%	631
2025 Q3	$297K	Sell	4,090 -592	-13%	-$41.3K	0.01%	483
2025 Q2	$315K	Sell	4,682 -27	-0.6%	-$1.68K	0.01%	411
2025 Q1	$285K	Sell	4,709 -274	-5%	-$17.6K	0.01%	347
2024 Q4	$319K	Sell	4,983 -1,252	-20%	-$80.6K	0.01%	318
2024 Q3	$391K	Sell	6,235 -286	-4%	-$17.3K	0.01%	264
2024 Q2	$387K	Buy	6,521 +1,731	+36%	+$98.9K	0.02%	202
2024 Q1	$275K	Buy	+4,790	New	+$262K	0.01%	206

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Journey Strategic Wealth's LCTU Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.7% in Q1 2026, selling an estimated $17.6K and leaving 2,880 shares worth $202K. The position accounts for 0.01% of the portfolio, ranked #771.

Journey Strategic Wealth first reported a position in LCTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $391K in Q3 2024. 196 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Journey Strategic Wealth held 2,880 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $202K as of Q1 2026.
Journey Strategic Wealth sold 240 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $17.6K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #771 holding.
Journey Strategic Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $391K in Q3 2024.
196 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.