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

Lifelong Wealth 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
2026 Q2	$1.15M	Sell	14,367 -517	-3%	-$40.1K	0.27%	36
2026 Q1	$1.04M	Buy	14,884 +201	+1%	+$14.8K	0.28%	36
2025 Q4	$1.09M	Buy	14,683 +3,049	+26%	+$224K	0.29%	37
2025 Q3	$844K	Buy	11,634 +59	+0.5%	+$4.12K	0.25%	35
2025 Q2	$779K	Buy	11,575 +72	+0.6%	+$4.47K	0.26%	35
2025 Q1	$697K	Buy	11,503 +1,978	+21%	+$127K	0.33%	32
2024 Q4	$610K	Buy	+9,525	New	+$613K	0.27%	31

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

Lifelong Wealth Advisors's LCTU Position: Q2 2026 in Review

Lifelong Wealth Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.5% in Q2 2026, selling an estimated $40.1K and leaving 14,367 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #36.

Lifelong Wealth Advisors first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Lifelong Wealth Advisors held 14,367 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.15M as of Q2 2026.
Lifelong Wealth Advisors sold 517 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $40.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.27% of Lifelong Wealth Advisors's portfolio in Q2 2026, its #36 holding.
Lifelong Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 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 Lifelong Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.