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

MML Investors Services’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 Q1	$14.3M	Sell	203,969 -49,059	-19%	-$3.6M	0.04%	428
2025 Q4	$18.7M	Buy	253,028 +21,873	+9%	+$1.61M	0.05%	379
2025 Q3	$16.8M	Sell	231,155 -28,505	-11%	-$1.99M	0.04%	388
2025 Q2	$17.5M	Sell	259,660 -4,056	-2%	-$252K	0.05%	362
2025 Q1	$16M	Buy	263,716 +3,096	+1%	+$198K	0.05%	348
2024 Q4	$16.7M	Sell	260,620 -16,951	-6%	-$1.09M	0.06%	326
2024 Q3	$17.4M	Sell	277,571 -50,742	-15%	-$3.06M	0.06%	296
2024 Q2	$19.5M	Sell	328,313 -37,198	-10%	-$2.13M	0.08%	250
2024 Q1	$21M	Buy	365,511 +10,359	+3%	+$567K	0.09%	239
2023 Q4	$18.6M	Buy	355,152 +67,651	+24%	+$3.31M	0.09%	242
2023 Q3	$13.5M	Buy	287,501 +75,817	+36%	+$3.72M	0.07%	261
2023 Q2	$10.3M	Buy	211,684 +7,954	+4%	+$367K	0.06%	321
2023 Q1	$9.22M	Buy	203,730 +19,298	+10%	+$854K	0.07%	303
2022 Q4	$7.82M	Buy	184,432 +59,704	+48%	+$2.55M	0.05%	360
2022 Q3	$4.97M	Buy	124,728 +55,836	+81%	+$2.47M	0.04%	440
2022 Q2	$2.88M	Buy	+68,892	New	+$3.14M	0.02%	610

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return

MML Investors Services's LCTU Position: Q1 2026 in Review

MML Investors Services reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 19% in Q1 2026, selling an estimated $3.6M and leaving 203,969 shares worth $14.3M. The position accounts for 0.04% of the portfolio, ranked #428.

MML Investors Services first reported a position in LCTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $21M in Q1 2024. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

MML Investors Services held 203,969 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $14.3M as of Q1 2026.
MML Investors Services sold 49,059 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $3.6M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of MML Investors Services's portfolio in Q1 2026, its #428 holding.
MML Investors Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 16 quarters since.
MML Investors Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $21M in Q1 2024.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.