Morgan Stanley
LCTU icon

Morgan Stanley’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Morgan Stanley’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 		$104K Sell
1,292
-973
-43% -$75.5K ﹤0.01% 6241
2026
Q1 		$159K Buy
2,265
+910
+67% +$66.9K ﹤0.01% 5967
2025
Q4 		$100K Sell
1,355
-186
-12% -$13.7K ﹤0.01% 6200
2025
Q3 		$112K Buy
1,541
+340
+28% +$23.7K ﹤0.01% 6106
2025
Q2 		$80.8K Sell
1,201
-736
-38% -$45.7K ﹤0.01% 6206
2025
Q1 		$117K Buy
1,937
+1,411
+268% +$90.5K ﹤0.01% 5942
2024
Q4 		$33.7K Sell
526
-654
-55% -$42.1K ﹤0.01% 6409
2024
Q3 		$74.1K Buy
1,180
+1,120
+1,867% +$67.6K ﹤0.01% 6105
2024
Q2 		$3.56K Sell
60
-308
-84% -$17.6K ﹤0.01% 6943
2024
Q1 		$21.1K Buy
368
+307
+503% +$16.8K ﹤0.01% 6469
2023
Q4 		$3.2K Sell
61
-45
-42% -$2.2K ﹤0.01% 6945
2023
Q3 		$5.01K Buy
106
+46
+77% +$2.26K ﹤0.01% 6915
2023
Q2 		$2.93K Hold
60
– – ﹤0.01% 7112
2023
Q1 		$2.71K Hold
60
– – ﹤0.01% 7184
2022
Q4 		$2.54K Sell
60
-44
-42% -$1.88K ﹤0.01% 7310
2022
Q3 		$4K Sell
104
-578
-85% -$25.6K ﹤0.01% 7306
2022
Q2 		$28K Buy
682
+578
+556% +$26.4K ﹤0.01% 6853
2022
Q1 		$5K Sell
104
-65
-38% -$3.26K ﹤0.01% 7581
2021
Q4 		$9K Hold
169
– – ﹤0.01% 7502
2021
Q3 		$8K Buy
169
+44
+35% +$2.24K ﹤0.01% 7395
2021
Q2 		$6K Buy
+125
New +$6.02K ﹤0.01% 7343

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Morgan Stanley's LCTU Position: Q2 2026 in Review

Morgan Stanley reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 43% in Q2 2026, selling an estimated $75.5K and leaving 1,292 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #6241.

Morgan Stanley first reported a position in LCTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $159K in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Morgan Stanley held 1,292 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $104K as of Q2 2026.
  • Morgan Stanley sold 973 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $75.5K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6241 holding.
  • Morgan Stanley first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 21 quarters since.
  • Morgan Stanley's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $159K in Q1 2026.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.