LPL Financial
LCTU icon

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

LPL Financial’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 		$98.8M Buy
1,232,880
+19,897
+2% +$1.54M 0.02% 669
2026
Q1 		$85.1M Sell
1,212,983
-10,612
-0.9% -$780K 0.02% 660
2025
Q4 		$90.7M Buy
1,223,595
+43,128
+4% +$3.17M 0.02% 590
2025
Q3 		$85.7M Buy
1,180,467
+69,530
+6% +$4.85M 0.03% 588
2025
Q2 		$74.7M Buy
1,110,937
+148,260
+15% +$9.2M 0.02% 592
2025
Q1 		$58.3M Buy
962,677
+55,583
+6% +$3.56M 0.02% 625
2024
Q4 		$58.1M Buy
907,094
+394,792
+77% +$25.4M 0.02% 587
2024
Q3 		$32.1M Sell
512,302
-67,677
-12% -$4.09M 0.01% 809
2024
Q2 		$34.5M Buy
579,979
+100,813
+21% +$5.76M 0.02% 720
2024
Q1 		$27.5M Buy
479,166
+93,261
+24% +$5.1M 0.01% 798
2023
Q4 		$20.2M Buy
385,905
+145,433
+60% +$7.11M 0.01% 875
2023
Q3 		$11.3M Buy
240,472
+203,276
+546% +$9.98M 0.01% 1093
2023
Q2 		$1.82M Buy
37,196
+946
+3% +$43.7K ﹤0.01% 2338
2023
Q1 		$1.64M Buy
36,250
+6,665
+23% +$295K ﹤0.01% 2307
2022
Q4 		$1.25M Buy
29,585
+14,277
+93% +$611K ﹤0.01% 2465
2022
Q3 		$610K Buy
+15,308
New +$677K ﹤0.01% 2967

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
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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

LPL Financial's LCTU Position: Q2 2026 in Review

LPL Financial increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.6% in Q2 2026, buying an estimated $1.54M and bringing the position to 1,232,880 shares worth $98.8M. The position accounts for 0.02% of the portfolio, ranked #669.

LPL Financial first reported a position in LCTU in Q3 2022 and has held it in 16 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • LPL Financial held 1,232,880 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $98.8M as of Q2 2026.
  • LPL Financial bought 19,897 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.54M.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #669 holding.
  • LPL Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 16 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.