MCC
LCTU icon

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

Maiden Cove Capital’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
2024
Q4 		$812K Sell
12,671
-1,975
-13% -$127K 1.24% 26
2024
Q3 		$919K Buy
14,646
+1,449
+11% +$87.5K 1.43% 19
2024
Q2 		$755K Buy
+13,197
New +$754K 1.64% 17

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 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 $49B AUM 25.55% 1-Year Est. Return

Maiden Cove Capital's LCTU Position: Q4 2024 in Review

Maiden Cove Capital reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 13% in Q4 2024, selling an estimated $127K and leaving 12,671 shares worth $812K. The position accounts for 1.24% of the portfolio, ranked #26.

Maiden Cove Capital first reported a position in LCTU in Q2 2024 and has held it in 3 quarters since. The position peaked at $919K in Q3 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

  • Maiden Cove Capital held 12,671 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $812K as of Q4 2024.
  • Maiden Cove Capital sold 1,975 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $127K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 1.24% of Maiden Cove Capital's portfolio in Q4 2024, its #26 holding.
  • Maiden Cove Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 3 quarters since.
  • Maiden Cove Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $919K in Q3 2024.
  • 180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Maiden Cove Capital's 13F filing for Q4 2024, filed 16 Jan 2025.