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

Perennial Investment 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
2026 Q2	$373K	Buy	4,655 +917	+25%	+$71.2K	0.02%	386
2026 Q1	$262K	Buy	3,738 +366	+11%	+$26.9K	0.02%	425
2025 Q4	$250K	Buy	3,372 +83	+3%	+$6.11K	0.02%	419
2025 Q3	$239K	Sell	3,289 -18	-0.5%	-$1.26K	0.02%	418
2025 Q2	$222K	Buy	+3,307	New	+$205K	0.02%	426
2025 Q1	–	Sell	-3,258	Closed	-$209K	–	454
2024 Q4	$209K	Buy	+3,258	New	+$210K	0.02%	380

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

Perennial Investment Advisors's LCTU Position: Q2 2026 in Review

Perennial Investment Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 25% in Q2 2026, buying an estimated $71.2K and bringing the position to 4,655 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #386.

Perennial Investment Advisors first reported a position in LCTU in Q4 2024 and has held it in 6 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Perennial Investment Advisors held 4,655 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $373K as of Q2 2026.
Perennial Investment Advisors bought 917 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $71.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #386 holding.
Perennial Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 6 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.