Mount Yale Investment Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Mount Yale Investment Advisors’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	$218K	Buy	+2,720	New	+$211K	﹤0.01%	1115
2025 Q3	–	Sell	-3,398	Closed	-$229K	–	1186
2025 Q2	$229K	Sell	3,398 -405	-11%	-$25.1K	0.02%	526
2025 Q1	$230K	Sell	3,803 -46	-1%	-$2.95K	0.02%	492
2024 Q4	$247K	Sell	3,849 -9,199	-71%	-$592K	0.02%	493
2024 Q3	$819K	Sell	13,048 -3,356	-20%	-$203K	0.08%	234
2024 Q2	$975K	Sell	16,404 -8,141	-33%	-$465K	0.08%	210
2024 Q1	$1.41M	Sell	24,545 -68	-0.3%	-$3.72K	0.11%	175
2023 Q4	$1.29M	Buy	24,613 +3,345	+16%	+$164K	0.12%	171
2023 Q3	$1M	Buy	21,268 +6,652	+46%	+$327K	0.11%	186
2023 Q2	$714K	Buy	14,616 +1,559	+12%	+$72K	0.08%	255
2023 Q1	$591K	Buy	13,057 +5,452	+72%	+$241K	0.07%	271
2022 Q4	$323K	Buy	7,605 +1,331	+21%	+$56.9K	0.04%	347
2022 Q3	$250K	Buy	+6,274	New	+$277K	0.03%	374

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mount Yale Investment Advisors's LCTU Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 2,720 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #1115 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in LCTU as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in LCTU in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.41M in Q1 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Mount Yale Investment Advisors held 2,720 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $218K as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Mount Yale Investment Advisors position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1115 holding.
Mount Yale Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 13 quarters since.
Mount Yale Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.41M in Q1 2024.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.