Patriot Financial Group Insurance Agency’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Patriot Financial Group Insurance Agency’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	$533K	Sell	6,647 -8,649	-57%	-$671K	0.05%	301
2026 Q1	$1.07M	Buy	15,296 +7,366	+93%	+$541K	0.06%	293
2025 Q4	$588K	Buy	7,930 +3	+0%	+$221	0.07%	271
2025 Q3	$575K	Sell	7,927 -124	-2%	-$8.66K	0.07%	259
2025 Q2	$542K	Sell	8,051 -128	-2%	-$7.94K	0.06%	298
2025 Q1	$496K	Sell	8,179 -335	-4%	-$21.5K	0.07%	296
2024 Q4	$545K	Sell	8,514 -1,813	-18%	-$117K	0.07%	270
2024 Q3	$648K	Sell	10,327 -1,220	-11%	-$73.7K	0.09%	250
2024 Q2	$686K	Sell	11,547 -455	-4%	-$26K	0.1%	219
2024 Q1	$689K	Sell	12,002 -1,354	-10%	-$74.1K	0.11%	207
2023 Q4	$699K	Buy	13,356 +4,584	+52%	+$224K	0.13%	185
2023 Q3	$413K	Buy	8,772 +1,673	+24%	+$82.1K	0.09%	275
2023 Q2	$347K	Buy	7,099 +18	+0.3%	+$831	0.07%	307
2023 Q1	$320K	Buy	7,081 +493	+7%	+$21.8K	0.07%	318
2022 Q4	$279K	Buy	+6,588	New	+$282K	0.04%	330
2022 Q3	–	Sell	-2,458	Closed	-$103K	–	1259
2022 Q2	$103K	Buy	+2,458	New	+$112K	0.02%	533

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

Patriot Financial Group Insurance Agency's LCTU Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 57% in Q2 2026, selling an estimated $671K and leaving 6,647 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #301.

Patriot Financial Group Insurance Agency first reported a position in LCTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.07M in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Patriot Financial Group Insurance Agency held 6,647 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $533K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 8,649 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $671K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #301 holding.
Patriot Financial Group Insurance Agency first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 16 quarters since.
Patriot Financial Group Insurance Agency's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.07M in Q1 2026.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.