Moors & Cabot’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Moors & Cabot’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 Q3	$239K	Buy	+2,927	New	+$239K	0.01%	850

Other funds holding LCTU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Moors & Cabot's LCTU Position: Q3 2026 in Review

Moors & Cabot opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2026: 2,927 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #850 among its holdings.

125 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Moors & Cabot held 2,927 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $239K as of Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Moors & Cabot position in Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Moors & Cabot's portfolio in Q3 2026, its #850 holding.
125 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Moors & Cabot's 13F filing for Q3 2026, filed 6 Nov 2026.