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

MBE Wealth 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	$535K	Sell	6,676 -981	-13%	-$76.1K	0.19%	75
2026 Q1	$537K	Sell	7,657 -39	-0.5%	-$2.87K	0.22%	62
2025 Q4	$570K	Sell	7,696 -28	-0.4%	-$2.06K	0.24%	55
2025 Q3	$561K	Sell	7,724 -1,198	-13%	-$83.6K	0.24%	55
2025 Q2	$600K	Buy	8,922 +25	+0.3%	+$1.55K	0.26%	50
2025 Q1	$539K	Buy	+8,897	New	+$570K	0.26%	51

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

MBE Wealth Management's LCTU Position: Q2 2026 in Review

MBE Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 13% in Q2 2026, selling an estimated $76.1K and leaving 6,676 shares worth $535K. The position accounts for 0.19% of the portfolio, ranked #75.

MBE Wealth Management first reported a position in LCTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $600K in Q2 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

MBE Wealth Management held 6,676 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $535K as of Q2 2026.
MBE Wealth Management sold 981 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $76.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.19% of MBE Wealth Management's portfolio in Q2 2026, its #75 holding.
MBE Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
MBE Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $600K in Q2 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.