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

Osaic Holdings’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	$3.02M	Buy	37,718 +2,677	+8%	+$208K	﹤0.01%	1950
2026 Q1	$2.46M	Sell	35,041 -6,635	-16%	-$487K	﹤0.01%	1911
2025 Q4	$3.09M	Sell	41,676 -34,582	-45%	-$2.54M	﹤0.01%	1743
2025 Q3	$5.48M	Sell	76,258 -5,976	-7%	-$417K	0.01%	1397
2025 Q2	$5.41M	Buy	82,234 +38,503	+88%	+$2.39M	0.01%	1196
2025 Q1	$2.65M	Sell	43,731 -24,628	-36%	-$1.58M	0.01%	1451
2024 Q4	$4.38M	Sell	68,359 -1,393	-2%	-$89.7K	0.01%	1112
2024 Q3	$4.38M	Sell	69,752 -12,382	-15%	-$748K	0.01%	1128
2024 Q2	$4.88M	Buy	82,134 +19,986	+32%	+$1.14M	0.01%	1013
2024 Q1	$3.57M	Sell	62,148 -451,461	-88%	-$24.7M	0.01%	1274
2023 Q4	$26.9M	Sell	513,609 -49,530	-9%	-$2.42M	0.05%	386
2023 Q3	$26.5M	Buy	563,139 +248,450	+79%	+$12.2M	0.04%	452
2023 Q2	$15.4M	Sell	314,689 -5,444	-2%	-$251K	0.03%	567
2023 Q1	$14.5M	Buy	320,133 +30,059	+10%	+$1.33M	0.03%	587
2022 Q4	$12.3M	Buy	290,074 +80,647	+39%	+$3.45M	0.02%	636
2022 Q3	$8.35M	Buy	209,427 +91,065	+77%	+$4.03M	0.02%	745
2022 Q2	$4.95M	Buy	118,362 +118,010	+33,526%	+$5.38M	0.01%	1044
2022 Q1	$18K	Hold	352	–	–	﹤0.01%	5765
2021 Q4	$19K	Buy	352 +300	+577%	+$15.9K	﹤0.01%	5828
2021 Q3	$3K	Hold	52	–	–	﹤0.01%	6742
2021 Q2	$3K	Buy	+52	New	+$2.5K	﹤0.01%	6598

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

Osaic Holdings's LCTU Position: Q2 2026 in Review

Osaic Holdings increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.6% in Q2 2026, buying an estimated $208K and bringing the position to 37,718 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Osaic Holdings first reported a position in LCTU in Q2 2021 and has held it in 21 quarters since. The position peaked at $26.9M in Q4 2023. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Osaic Holdings held 37,718 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.02M as of Q2 2026.
Osaic Holdings bought 2,677 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $208K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1950 holding.
Osaic Holdings first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 21 quarters since.
Osaic Holdings's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $26.9M in Q4 2023.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.