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

Northland Securities’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	$312K	Sell	3,898 -234	-6%	-$18.2K	0.18%	81
2026 Q1	$290K	Hold	4,132	–	–	0.28%	80
2025 Q4	$306K	Buy	+4,132	New	+$304K	0.29%	73

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

AFC

Avise Financial Cooperative Los Angeles, California $141M AUM

Northland Securities's LCTU Position: Q2 2026 in Review

Northland Securities reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.7% in Q2 2026, selling an estimated $18.2K and leaving 3,898 shares worth $312K. The position accounts for 0.18% of the portfolio, ranked #81.

Northland Securities first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. 150 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Northland Securities held 3,898 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $312K as of Q2 2026.
Northland Securities sold 234 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $18.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.18% of Northland Securities's portfolio in Q2 2026, its #81 holding.
Northland Securities first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
150 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Northland Securities's 13F filing for Q2 2026, filed 4 Aug 2026.