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

Kilter 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	$31.1K	Sell	388 -17	-4%	-$1.32K	0.01%	191
2026 Q1	$28.4K	Sell	405 -24	-6%	-$1.76K	0.01%	182
2025 Q4	$31.8K	Sell	429 -26	-6%	-$1.91K	0.01%	161
2025 Q3	$33K	Buy	455 +24	+6%	+$1.68K	0.02%	144
2025 Q2	$29K	Buy	+431	New	+$26.7K	0.01%	139

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

Kilter Group's LCTU Position: Q2 2026 in Review

Kilter Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.2% in Q2 2026, selling an estimated $1.32K and leaving 388 shares worth $31.1K. The position accounts for 0.01% of the portfolio, ranked #191.

Kilter Group first reported a position in LCTU in Q2 2025 and has held it in 5 quarters since. The position peaked at $33K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Kilter Group held 388 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $31.1K as of Q2 2026.
Kilter Group sold 17 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.32K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Kilter Group's portfolio in Q2 2026, its #191 holding.
Kilter Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 5 quarters since.
Kilter Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $33K in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Kilter Group's 13F filing for Q2 2026, filed 11 Aug 2026.