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

Parallel 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
2025 Q1	–	Sell	-160	Closed	-$10.2K	–	3604
2024 Q4	$10.2K	Buy	+160	New	+$10.3K	﹤0.01%	2407
2023 Q1	–	Sell	-729	Closed	-$31K	–	3467
2022 Q4	$31K	Buy	729 +664	+1,022%	+$28.4K	﹤0.01%	1510
2022 Q3	$3K	Buy	+65	New	+$2.88K	﹤0.01%	2492

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

Parallel Advisors's LCTU Position: Q1 2025 in Review

Parallel Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 160 shares — an estimated $10.2K sold.

Parallel Advisors first reported a position in LCTU in Q3 2022 and held it in 3 quarters. The position peaked at $31K in Q4 2022. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

Parallel Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
Parallel Advisors sold 160 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $10.2K.
Parallel Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and held it in 3 quarters.
Parallel Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $31K in Q4 2022.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on Parallel Advisors's 13F filing for Q1 2025, filed 8 Apr 2025.