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 Q3	$2.66M	Sell	32,607 -5,111	-14%	-$418K	﹤0.01%	2059
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	$4.94M	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

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

Osaic Holdings's LCTU Position: Q3 2026 in Review

Osaic Holdings reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 14% in Q3 2026, selling an estimated $418K and leaving 32,607 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2059.

Osaic Holdings first reported a position in LCTU in Q2 2021 and has held it in 22 quarters since. The position peaked at $26.9M in Q4 2023. 169 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Osaic Holdings held 32,607 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.66M as of Q3 2026.
Osaic Holdings sold 5,111 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $418K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2059 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 22 quarters since.
Osaic Holdings's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $26.9M in Q4 2023.
169 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.