PGFG
LCTU icon

Pine Grove Financial Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Pine Grove Financial Group’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 		$1.04M Sell
12,979
-888
-6% -$68.9K 0.11% 91
2026
Q1 		$973K Sell
13,867
-1,015
-7% -$74.6K 0.11% 86
2025
Q4 		$1.1M Buy
+14,882
New +$1.09M 0.13% 77

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Pine Grove Financial Group's LCTU Position: Q2 2026 in Review

Pine Grove Financial Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.4% in Q2 2026, selling an estimated $68.9K and leaving 12,979 shares worth $1.04M. The position accounts for 0.11% of the portfolio, ranked #91.

Pine Grove Financial Group first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Pine Grove Financial Group held 12,979 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.04M as of Q2 2026.
  • Pine Grove Financial Group sold 888 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $68.9K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.11% of Pine Grove Financial Group's portfolio in Q2 2026, its #91 holding.
  • Pine Grove Financial Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.1M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.