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

Macroview Investment Management’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
2025
Q3 		– Sell
-5,212
Closed -$351K – 98
2025
Q2 		$351K Buy
+5,212
New +$323K 0.29% 62

Other funds holding LCTU

Envestnet Asset Management
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $1.56T AUM 27.86% 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 $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

Macroview Investment Management's LCTU Position: Q3 2025 in Review

Macroview Investment Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 5,212 shares — an estimated $351K sold.

Macroview Investment Management first reported a position in LCTU in Q2 2025 and held it in 1 quarter. The position peaked at $351K in Q2 2025. 174 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

  • Macroview Investment Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
  • Macroview Investment Management sold 5,212 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $351K.
  • Macroview Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and held it in 1 quarter.
  • Macroview Investment Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $351K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Macroview Investment Management's 13F filing for Q3 2025, filed 24 Oct 2025.