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

Morningstar Investment 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
2024 Q4	–	Sell	-79,348	Closed	-$4.96M	–	282
2024 Q3	$4.96M	Buy	79,348 +6,571	+9%	+$397K	0.05%	142
2024 Q2	$4.34M	Buy	72,777 +24,250	+50%	+$1.39M	0.05%	141
2024 Q1	$2.78M	Sell	48,527 -23,208	-32%	-$1.27M	0.03%	148
2023 Q4	$3.77M	Buy	71,735 +54,512	+317%	+$2.66M	0.02%	164
2023 Q3	$813K	Buy	+17,223	New	+$845K	0.01%	188

Other funds holding LCTU

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

VMPIC

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PAS

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

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

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

Morningstar Investment Services's LCTU Position: Q4 2024 in Review

Morningstar Investment Services sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 79,348 shares — an estimated $4.96M sold.

Morningstar Investment Services first reported a position in LCTU in Q3 2023 and held it in 5 quarters. The position peaked at $4.96M in Q3 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

Morningstar Investment Services reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Morningstar Investment Services sold 79,348 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $4.96M.
Morningstar Investment Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 5 quarters.
Morningstar Investment Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.96M in Q3 2024.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.