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

Maia 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	$586K	Buy	7,304 +160	+2%	+$12.4K	0.09%	202
2026 Q1	$501K	Sell	7,144 -3,149	-31%	-$231K	0.08%	216
2025 Q4	$756K	Sell	10,293 -7,667	-43%	-$564K	0.13%	174
2025 Q3	$1.33M	Buy	17,960 +756	+4%	+$52.8K	0.22%	115
2025 Q2	$1.16M	Buy	17,204 +437	+3%	+$27.1K	0.22%	118
2025 Q1	$976K	Sell	16,767 -1,116	-6%	-$71.5K	0.22%	110
2024 Q4	$1.17M	Buy	17,883 +1,068	+6%	+$68.8K	0.25%	93
2024 Q3	$1.06M	Sell	16,815 -1,230	-7%	-$74.3K	0.26%	84
2024 Q2	$1.11M	Buy	+18,045	New	+$1.03M	0.33%	69
2023 Q4	$655K	Buy	+12,513	New	+$612K	0.26%	75

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

Maia Wealth's LCTU Position: Q2 2026 in Review

Maia Wealth increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.2% in Q2 2026, buying an estimated $12.4K and bringing the position to 7,304 shares worth $586K. The position accounts for 0.09% of the portfolio, ranked #202.

Maia Wealth first reported a position in LCTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.33M in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Maia Wealth held 7,304 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $586K as of Q2 2026.
Maia Wealth bought 160 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $12.4K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.09% of Maia Wealth's portfolio in Q2 2026, its #202 holding.
Maia Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 10 quarters since.
Maia Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.33M in Q3 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.