Kelly Financial Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Kelly Financial Group’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	$212K	Buy	+2,644	New	+$205K	0.05%	104
2026 Q1	–	Sell	-2,848	Closed	-$211K	–	102
2025 Q4	$211K	Buy	2,848 +22	+0.8%	+$1.62K	0.05%	88
2025 Q3	$205K	Buy	+2,826	New	+$197K	0.05%	90

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

Kelly Financial Group's LCTU Position: Q2 2026 in Review

Kelly Financial Group opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 2,644 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings. This is a return to the name: Kelly Financial Group previously reported a position in LCTU as recently as Q4 2025.

Kelly Financial Group first reported a position in LCTU in Q3 2025 and has held it in 3 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Kelly Financial Group held 2,644 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $212K as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Kelly Financial Group position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Kelly Financial Group's portfolio in Q2 2026, its #104 holding.
Kelly Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and has held it in 3 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Kelly Financial Group's 13F filing for Q2 2026, filed 14 Jul 2026.