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

Milestone Investment Advisors’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	$26.7K	Hold	333	–	–	0.01%	120
2026 Q1	$23.4K	Hold	333	–	–	0.01%	120
2025 Q4	$24.7K	Hold	333	–	–	0.01%	117
2025 Q3	$24.2K	Hold	333	–	–	0.01%	109
2025 Q2	$22.4K	Hold	333	–	–	0.01%	110
2025 Q1	$20.2K	Hold	333	–	–	0.01%	112
2024 Q4	$21.3K	Hold	333	–	–	0.01%	113
2024 Q3	$20.9K	Hold	333	–	–	0.01%	112
2024 Q2	$19.8K	Hold	333	–	–	0.01%	112
2024 Q1	$19.1K	Hold	333	–	–	0.01%	111
2023 Q4	$17.4K	Hold	333	–	–	0.01%	108
2023 Q3	$15.7K	Hold	333	–	–	﹤0.01%	271
2023 Q2	$16.3K	Hold	333	–	–	0.01%	101
2023 Q1	$15.1K	Buy	+333	New	+$14.7K	﹤0.01%	281

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

Milestone Investment Advisors's LCTU Position: Q2 2026 in Review

Milestone Investment Advisors held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 333 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #120.

Milestone Investment Advisors first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Milestone Investment Advisors held 333 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $26.7K as of Q2 2026.
Milestone Investment Advisors left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Milestone Investment Advisors's portfolio in Q2 2026, its #120 holding.
Milestone Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 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 Milestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.