Orion Portfolio Solutions’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Orion Portfolio Solutions’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 Q1	$1.93M	Buy	31,831 +1,788	+6%	+$115K	0.02%	727
2024 Q4	$1.92M	Buy	30,043 +1,266	+4%	+$81.5K	0.02%	723
2024 Q3	$1.81M	Buy	28,777 +5,166	+22%	+$312K	0.02%	744
2024 Q2	$1.4M	Buy	23,611 +860	+4%	+$49.1K	0.01%	815
2024 Q1	$1.31M	Buy	22,751 +927	+4%	+$50.7K	0.01%	868
2023 Q4	$1.14M	Buy	21,824 +4,992	+30%	+$244K	0.01%	890
2023 Q3	$792K	Buy	16,832 +1,944	+13%	+$95.4K	0.01%	1029
2023 Q2	$727K	Buy	14,888 +1,799	+14%	+$83.1K	0.01%	1070
2023 Q1	$592K	Buy	13,089 +2,102	+19%	+$93K	0.01%	1082
2022 Q4	$466K	Buy	10,987 +3,664	+50%	+$157K	0.02%	516
2022 Q3	$292K	Buy	+7,323	New	+$324K	0.01%	585

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Orion Portfolio Solutions's LCTU Position: Q1 2025 in Review

Orion Portfolio Solutions increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6% in Q1 2025, buying an estimated $115K and bringing the position to 31,831 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #727.

Orion Portfolio Solutions first reported a position in LCTU in Q3 2022 and has held it in 11 quarters since. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

Orion Portfolio Solutions held 31,831 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.93M as of Q1 2025.
Orion Portfolio Solutions bought 1,788 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $115K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #727 holding.
Orion Portfolio Solutions first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 11 quarters since.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.