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

LifePlan Investment 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	$1.08M	Sell	13,448 -1,705	-11%	-$132K	0.37%	68
2026 Q1	$1.06M	Sell	15,153 -1,535	-9%	-$113K	0.42%	65
2025 Q4	$1.24M	Buy	16,688 +1,204	+8%	+$88.6K	0.5%	52
2025 Q3	$1.12M	Sell	15,484 -274	-2%	-$19.1K	0.47%	53
2025 Q2	$1.06M	Buy	15,758 +150	+1%	+$9.31K	0.53%	52
2025 Q1	$946K	Buy	15,608 +2,077	+15%	+$133K	0.54%	48
2024 Q4	$867K	Buy	13,531 +3,341	+33%	+$215K	0.54%	48
2024 Q3	$639K	Sell	10,190 -879	-8%	-$53.1K	0.41%	50
2024 Q2	$658K	Sell	11,069 -876	-7%	-$50.1K	0.47%	46
2024 Q1	$686K	Buy	11,945 +811	+7%	+$44.4K	0.55%	43
2023 Q4	$583K	Buy	11,134 +3,137	+39%	+$153K	0.53%	38
2023 Q3	$376K	Buy	7,997 +1,788	+29%	+$87.8K	0.4%	41
2023 Q2	$303K	Buy	+6,209	New	+$287K	0.34%	47

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

LifePlan Investment Advisors's LCTU Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 11% in Q2 2026, selling an estimated $132K and leaving 13,448 shares worth $1.08M. The position accounts for 0.37% of the portfolio, ranked #68.

LifePlan Investment Advisors first reported a position in LCTU in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

LifePlan Investment Advisors held 13,448 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.08M as of Q2 2026.
LifePlan Investment Advisors sold 1,705 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $132K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.37% of LifePlan Investment Advisors's portfolio in Q2 2026, its #68 holding.
LifePlan Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and has held it in 13 quarters since.
LifePlan Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.24M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.