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

Mariner’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	-5,680	Closed	-$398K	–	3751
2026 Q1	$398K	Sell	5,680 -7,280	-56%	-$535K	﹤0.01%	2659
2025 Q4	$960K	Buy	12,960 +3,435	+36%	+$253K	﹤0.01%	1980
2025 Q3	$691K	Sell	9,525 -2,242	-19%	-$157K	﹤0.01%	2183
2025 Q2	$792K	Buy	11,767 +1,892	+19%	+$117K	﹤0.01%	1976
2025 Q1	$598K	Buy	9,875 +1,625	+20%	+$104K	﹤0.01%	2062
2024 Q4	$528K	Buy	+8,250	New	+$531K	﹤0.01%	2153
2024 Q3	–	Sell	-4,299	Closed	-$255K	–	3359
2024 Q2	$255K	Buy	+4,299	New	+$246K	﹤0.01%	2584

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

Mariner's LCTU Position: Q2 2026 in Review

Mariner sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 5,680 shares — an estimated $398K sold.

Mariner first reported a position in LCTU in Q2 2024 and held it in 7 quarters. The position peaked at $960K in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Mariner reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 5,680 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $398K.
Mariner first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and held it in 7 quarters.
Mariner's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $960K in Q4 2025.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.