MPWT
LCTU icon

MassMutual Private Wealth & Trust’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

MassMutual Private Wealth & Trust’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
-1,569
Closed -$106K – 2423
2025
Q2 		$106K Hold
1,569
– – ﹤0.01% 575
2025
Q1 		$95.1K Sell
1,569
-761
-33% -$48.8K ﹤0.01% 566
2024
Q4 		$149K Buy
+2,330
New +$150K ﹤0.01% 498

Other funds holding LCTU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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
OWA
One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

MassMutual Private Wealth & Trust's LCTU Position: Q3 2025 in Review

MassMutual Private Wealth & Trust sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 1,569 shares — an estimated $106K sold.

MassMutual Private Wealth & Trust first reported a position in LCTU in Q4 2024 and held it in 3 quarters. The position peaked at $149K in Q4 2024. 175 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

  • MassMutual Private Wealth & Trust reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 1,569 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $106K.
  • MassMutual Private Wealth & Trust first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and held it in 3 quarters.
  • MassMutual Private Wealth & Trust's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $149K in Q4 2024.
  • 175 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2025, filed 22 Oct 2025.