Oliver Lagore Vanvalin Investment Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$98.8K	Buy	+1,630	New	+$101K	0.04%	182
2024 Q4	$106K	Sell	1,648 -294	-15%	-$18.9K	0.03%	172
2024 Q3	$122K	Sell	1,942 -238	-11%	-$14.4K	0.03%	163
2024 Q2	$130K	Sell	2,180 -138	-6%	-$7.89K	0.04%	148
2024 Q1	$133K	Buy	2,318 +4	+0.2%	+$219	0.04%	156
2023 Q4	$121K	Buy	2,314 +526	+29%	+$25.7K	0.05%	138
2023 Q3	$84.2K	Buy	1,788 +523	+41%	+$25.7K	0.03%	183
2023 Q2	$61.8K	Sell	1,265 -27	-2%	-$1.25K	0.02%	229
2023 Q1	$58.4K	Sell	1,292 -900	-41%	-$39.8K	0.03%	181
2022 Q4	$93K	Buy	2,192 +187	+9%	+$8K	0.05%	127
2022 Q3	$80K	Buy	2,005 +736	+58%	+$32.6K	0.05%	133
2022 Q2	$53K	Buy	+1,269	New	+$57.9K	0.03%	169

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 $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

Oliver Lagore Vanvalin Investment Group's LCTU Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025: 1,630 shares worth $98.8K. The stake represents 0.04% of the portfolio and ranks #182 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in LCTU as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in LCTU in Q2 2022 and has held it in 12 quarters since. The position peaked at $133K in Q1 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 1,630 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $98.8K as of Q2 2025.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #182 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 12 quarters since.
Oliver Lagore Vanvalin Investment Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $133K in Q1 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.