Money Concepts Capital’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-1,150	Closed	-$48.8K	–	1839
2022 Q4	$48.8K	Hold	1,150	–	–	﹤0.01%	1256
2022 Q3	$46K	Hold	1,150	–	–	﹤0.01%	725
2022 Q2	$49K	Hold	1,150	–	–	﹤0.01%	704
2022 Q1	$58K	Sell	1,150 -5,500	-83%	-$276K	﹤0.01%	1178
2021 Q4	$358K	Buy	+6,650	New	+$352K	0.03%	365

Other funds holding LCTU

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Money Concepts Capital's LCTU Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2023, closing a stake of 1,150 shares — an estimated $48.8K sold.

Money Concepts Capital first reported a position in LCTU in Q4 2021 and held it in 5 quarters. The position peaked at $358K in Q4 2021. 101 funds tracked by Wall St. Rank hold LCTU as of Q1 2023.

Money Concepts Capital reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 1,150 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2023, an estimated $48.8K.
Money Concepts Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2021 and held it in 5 quarters.
Money Concepts Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $358K in Q4 2021.
101 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.