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

LGT Financial Advisors’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
2024 Q4	–	Sell	-2,180	Closed	-$137K	–	749
2024 Q3	$137K	Buy	2,180 +9	+0.4%	+$544	0.34%	53
2024 Q2	$129K	Buy	2,171 +6	+0.3%	+$343	0.27%	64
2024 Q1	$124K	Buy	2,165 +6	+0.3%	+$328	0.14%	159
2023 Q4	$113K	Buy	2,159 +19	+0.9%	+$929	0.14%	156
2023 Q3	$101K	Buy	+2,140	New	+$105K	0.13%	153
2023 Q1	–	Sell	-5,210	Closed	-$221K	–	156
2022 Q4	$221K	Buy	+5,210	New	+$223K	0.26%	90

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PAS

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LGT Financial Advisors's LCTU Position: Q4 2024 in Review

LGT Financial Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 2,180 shares — an estimated $137K sold.

LGT Financial Advisors first reported a position in LCTU in Q4 2022 and held it in 6 quarters. The position peaked at $221K in Q4 2022. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

LGT Financial Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
LGT Financial Advisors sold 2,180 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $137K.
LGT Financial Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 6 quarters.
LGT Financial Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $221K in Q4 2022.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.