Keystone Financial Services (Colorado)’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Keystone Financial Services (Colorado)’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	$1.33M	Buy	16,608 +958	+6%	+$74.3K	0.34%	40
2026 Q1	$1.1M	Sell	15,650 -1,954	-11%	-$144K	0.32%	42
2025 Q4	$1.3M	Sell	17,604 -259	-1%	-$19.1K	0.39%	34
2025 Q3	$1.3M	Buy	17,863 +239	+1%	+$16.7K	0.4%	32
2025 Q2	$1.19M	Sell	17,624 -1,187	-6%	-$73.7K	0.4%	32
2025 Q1	$1.14M	Sell	18,811 -197	-1%	-$12.6K	0.43%	31
2024 Q4	$1.22M	Buy	19,008 +6	+0%	+$386	0.47%	25
2024 Q3	$1.19M	Sell	19,002 -2,143	-10%	-$129K	0.46%	23
2024 Q2	$1.26M	Buy	21,145 +836	+4%	+$47.8K	0.52%	24
2024 Q1	$1.17M	Sell	20,309 -351	-2%	-$19.2K	0.51%	26
2023 Q4	$1.08M	Buy	20,660 +5,437	+36%	+$266K	0.51%	25
2023 Q3	$717K	Buy	15,223 +4,293	+39%	+$211K	0.38%	29
2023 Q2	$534K	Buy	10,930 +4	+0%	+$185	0.27%	40
2023 Q1	$494K	Buy	10,926 +1,269	+13%	+$56.2K	0.26%	42
2022 Q4	$436K	Sell	9,657 -928	-9%	-$39.7K	0.23%	51
2022 Q3	$447K	Buy	10,585 +2,529	+31%	+$112K	0.26%	47
2022 Q2	$366K	Buy	+8,056	New	+$367K	0.2%	56

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

Keystone Financial Services (Colorado)'s LCTU Position: Q2 2026 in Review

Keystone Financial Services (Colorado) increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.1% in Q2 2026, buying an estimated $74.3K and bringing the position to 16,608 shares worth $1.33M. The position accounts for 0.34% of the portfolio, ranked #40.

Keystone Financial Services (Colorado) first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Keystone Financial Services (Colorado) held 16,608 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.33M as of Q2 2026.
Keystone Financial Services (Colorado) bought 958 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $74.3K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.34% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #40 holding.
Keystone Financial Services (Colorado) first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 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 Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.