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

NewEdge 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 Q1	$2.84M	Buy	40,507 +4,314	+12%	+$317K	0.01%	924
2025 Q4	$2.68M	Buy	36,193 +1,334	+4%	+$98.1K	0.01%	927
2025 Q3	$2.53M	Sell	34,859 -1,694	-5%	-$118K	0.01%	899
2025 Q2	$2.46M	Sell	36,553 -9,556	-21%	-$593K	0.01%	834
2025 Q1	$2.79M	Sell	46,109 -6,810	-13%	-$437K	0.02%	719
2024 Q4	$3.39M	Buy	52,919 +36,285	+218%	+$2.34M	0.02%	623
2024 Q3	$1.04M	Sell	16,634 -3,361	-17%	-$203K	0.01%	1083
2024 Q2	$1.19M	Buy	19,995 +10,038	+101%	+$574K	0.01%	989
2024 Q1	$572K	Buy	+9,957	New	+$545K	0.01%	1264

Other funds holding LCTU

VMPIC

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

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

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

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

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

NewEdge Advisors's LCTU Position: Q1 2026 in Review

NewEdge Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 12% in Q1 2026, buying an estimated $317K and bringing the position to 40,507 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #924.

NewEdge Advisors first reported a position in LCTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.39M in Q4 2024. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

NewEdge Advisors held 40,507 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.84M as of Q1 2026.
NewEdge Advisors bought 4,314 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $317K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #924 holding.
NewEdge Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
NewEdge Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.39M in Q4 2024.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.