My Legacy Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

My Legacy 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
2025 Q2	$439K	Sell	6,458 -1,101	-15%	-$68.3K	0.16%	148
2025 Q1	$458K	Buy	7,559 +56	+0.7%	+$3.59K	0.18%	145
2024 Q4	$486K	Sell	7,503 -660	-8%	-$42.5K	0.19%	134
2024 Q3	$512K	Sell	8,163 -1,144	-12%	-$69.1K	0.2%	130
2024 Q2	$553K	Buy	9,307 +1,909	+26%	+$109K	0.18%	144
2024 Q1	$425K	Buy	7,398 +2,557	+53%	+$140K	0.14%	166
2023 Q4	$254K	Buy	+4,841	New	+$237K	0.09%	189

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

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

My Legacy Advisors's LCTU Position: Q2 2025 in Review

My Legacy Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 15% in Q2 2025, selling an estimated $68.3K and leaving 6,458 shares worth $439K. The position accounts for 0.16% of the portfolio, ranked #148.

My Legacy Advisors first reported a position in LCTU in Q4 2023 and has held it in 7 quarters since. The position peaked at $553K in Q2 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

My Legacy Advisors held 6,458 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $439K as of Q2 2025.
My Legacy Advisors sold 1,101 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $68.3K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.16% of My Legacy Advisors's portfolio in Q2 2025, its #148 holding.
My Legacy Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 7 quarters since.
My Legacy Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $553K in Q2 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.