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

&Partners’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	$1.17M	Buy	14,656 +521	+4%	+$40.4K	﹤0.01%	1312
2026 Q1	$991K	Sell	14,135 -842	-6%	-$61.9K	﹤0.01%	1307
2025 Q4	$1.11M	Sell	14,977 -619	-4%	-$45.5K	0.01%	1164
2025 Q3	$1.13M	Buy	15,596 +6,087	+64%	+$425K	0.01%	1027
2025 Q2	$647K	Buy	9,509 +5,556	+141%	+$345K	0.01%	1214
2025 Q1	$335K	Buy	+3,953	New	+$253K	﹤0.01%	1350

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

&Partners's LCTU Position: Q2 2026 in Review

&Partners increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.7% in Q2 2026, buying an estimated $40.4K and bringing the position to 14,656 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

&Partners first reported a position in LCTU in Q1 2025 and has held it in 6 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

&Partners held 14,656 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.17M as of Q2 2026.
&Partners bought 521 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $40.4K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1312 holding.
&Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.