Key Capital Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Key Capital Management’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	$4.33K	Sell	54 -6	-10%	-$466	﹤0.01%	454
2026 Q1	$4.21K	Sell	60 -9	-13%	-$661	﹤0.01%	410
2025 Q4	$5.11K	Buy	+69	New	+$5.08K	0.01%	315

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AFC

Avise Financial Cooperative Los Angeles, California $141M AUM

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return

Key Capital Management's LCTU Position: Q2 2026 in Review

Key Capital Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 10% in Q2 2026, selling an estimated $466 and leaving 54 shares worth $4.33K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Key Capital Management first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.11K in Q4 2025. 125 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Key Capital Management held 54 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.33K as of Q2 2026.
Key Capital Management sold 6 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $466.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Key Capital Management's portfolio in Q2 2026, its #454 holding.
Key Capital Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
Key Capital Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.11K in Q4 2025.
125 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Key Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.