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

MAI Capital 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
2026 Q2	–	Sell	-307	Closed	-$21.5K	–	3533
2026 Q1	$21.5K	Hold	307	–	–	﹤0.01%	2750
2025 Q4	$22.7K	Hold	307	–	–	﹤0.01%	2445
2025 Q3	$22.3K	Hold	307	–	–	﹤0.01%	2358
2025 Q2	$20.7K	Hold	307	–	–	﹤0.01%	2335
2025 Q1	$18.6K	Hold	307	–	–	﹤0.01%	2214
2024 Q4	$19.7K	Buy	+307	New	+$19.8K	﹤0.01%	2228

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

MAI Capital Management's LCTU Position: Q2 2026 in Review

MAI Capital Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 307 shares — an estimated $21.5K sold.

MAI Capital Management first reported a position in LCTU in Q4 2024 and held it in 6 quarters. The position peaked at $22.7K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

MAI Capital Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
MAI Capital Management sold 307 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $21.5K.
MAI Capital Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 6 quarters.
MAI Capital Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $22.7K 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.