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

MA Private Wealth’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	$2.27M	Sell	28,310 -814	-3%	-$63.2K	0.34%	36
2026 Q1	$2.04M	Hold	29,124	–	–	0.35%	36
2025 Q4	$2.16M	Sell	29,124 -100	-0.3%	-$7.36K	0.36%	33
2025 Q3	$2.12M	Sell	29,224 -928	-3%	-$64.8K	0.36%	34
2025 Q2	$2.03M	Hold	30,152	–	–	0.36%	36
2025 Q1	$1.83M	Hold	30,152	–	–	0.34%	33
2024 Q4	$1.93M	Sell	30,152 -148	-0.5%	-$9.53K	0.36%	31
2024 Q3	$1.9M	Buy	30,300 +183	+0.6%	+$11.1K	0.36%	31
2024 Q2	$1.79M	Hold	30,117	–	–	0.35%	32
2024 Q1	$1.73M	Hold	30,117	–	–	0.35%	32
2023 Q4	$1.58M	Buy	30,117 +23,728	+371%	+$1.16M	0.34%	32
2023 Q3	$301K	Hold	6,389	–	–	0.07%	64
2023 Q2	$312K	Buy	6,389 +8	+0.1%	+$369	0.07%	61
2023 Q1	$289K	Buy	+6,381	New	+$282K	0.07%	61

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

MA Private Wealth's LCTU Position: Q2 2026 in Review

MA Private Wealth reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.8% in Q2 2026, selling an estimated $63.2K and leaving 28,310 shares worth $2.27M. The position accounts for 0.34% of the portfolio, ranked #36.

MA Private Wealth first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

MA Private Wealth held 28,310 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.27M as of Q2 2026.
MA Private Wealth sold 814 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $63.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.34% of MA Private Wealth's portfolio in Q2 2026, its #36 holding.
MA Private Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 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 MA Private Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.