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

OneDigital 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	$5.34M	Sell	66,569 -3,778	-5%	-$293K	0.05%	297
2026 Q1	$4.93M	Sell	70,347 -4,180	-6%	-$307K	0.05%	282
2025 Q4	$5.52M	Buy	74,527 +448	+0.6%	+$33K	0.05%	258
2025 Q3	$5.38M	Buy	74,079 +77	+0.1%	+$5.38K	0.06%	244
2025 Q2	$4.98M	Sell	74,002 -2,878	-4%	-$179K	0.06%	245
2025 Q1	$4.66M	Sell	76,880 -2,152	-3%	-$138K	0.06%	243
2024 Q4	$5.06M	Sell	79,032 -6,603	-8%	-$425K	0.06%	239
2024 Q3	$5.37M	Sell	85,635 -9,163	-10%	-$553K	0.06%	239
2024 Q2	$5.63M	Buy	94,798 +52,491	+124%	+$3M	0.07%	215
2024 Q1	$2.43M	Buy	42,307 +1,411	+3%	+$77.2K	0.04%	293
2023 Q4	$2.14M	Buy	40,896 +15,815	+63%	+$773K	0.04%	301
2023 Q3	$1.18M	Buy	25,081 +13,627	+119%	+$669K	0.03%	385
2023 Q2	$559K	Buy	11,454 +1,325	+13%	+$61.2K	0.01%	597
2023 Q1	$458K	Buy	+10,129	New	+$448K	0.01%	656

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 22.96% 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

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

OneDigital Investment Advisors's LCTU Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.4% in Q2 2026, selling an estimated $293K and leaving 66,569 shares worth $5.34M. The position accounts for 0.05% of the portfolio, ranked #297.

OneDigital Investment Advisors first reported a position in LCTU in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.63M in Q2 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

OneDigital Investment Advisors held 66,569 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $5.34M as of Q2 2026.
OneDigital Investment Advisors sold 3,778 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $293K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of OneDigital Investment Advisors's portfolio in Q2 2026, its #297 holding.
OneDigital Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 14 quarters since.
OneDigital Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.63M in Q2 2024.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.