Legacy Financial Group (Iowa)
LCTU icon

Legacy Financial Group (Iowa)’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Legacy Financial Group (Iowa)’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 		$360K Buy
4,491
+1,560
+53% +$121K 0.04% 100
2026
Q1 		$206K Buy
+2,931
New +$215K 0.03% 117

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Legacy Financial Group (Iowa)'s LCTU Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 53% in Q2 2026, buying an estimated $121K and bringing the position to 4,491 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #100.

Legacy Financial Group (Iowa) first reported a position in LCTU in Q1 2026 and has held it in 2 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Legacy Financial Group (Iowa) held 4,491 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $360K as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 1,560 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $121K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #100 holding.
  • Legacy Financial Group (Iowa) first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and has held it in 2 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 Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.