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

Merit Financial Group’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	$4.49M	Buy	55,958 +2,964	+6%	+$230K	0.03%	466
2026 Q1	$3.72M	Buy	52,994 +8,771	+20%	+$644K	0.03%	483
2025 Q4	$3.28M	Buy	44,223 +10,348	+31%	+$761K	0.03%	474
2025 Q3	$2.46M	Buy	33,875 +2,503	+8%	+$175K	0.02%	496
2025 Q2	$2.11M	Buy	31,372 +10,589	+51%	+$657K	0.02%	501
2025 Q1	$1.26M	Buy	20,783 +16,688	+408%	+$1.07M	0.02%	573
2024 Q4	$262K	Buy	+4,095	New	+$264K	﹤0.01%	980

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

Merit Financial Group's LCTU Position: Q2 2026 in Review

Merit Financial Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.6% in Q2 2026, buying an estimated $230K and bringing the position to 55,958 shares worth $4.49M. The position accounts for 0.03% of the portfolio, ranked #466.

Merit Financial Group first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Merit Financial Group held 55,958 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.49M as of Q2 2026.
Merit Financial Group bought 2,964 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $230K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #466 holding.
Merit Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.