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

Prudential Financial’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
2024 Q4	–	Sell	-51,458	Closed	-$3.23M	–	2534
2024 Q3	$3.23M	Buy	51,458 +1,065	+2%	+$64.3K	﹤0.01%	1210
2024 Q2	$2.99M	Sell	50,393 -3,873	-7%	-$221K	﹤0.01%	1176
2024 Q1	$3.12M	Sell	54,266 -1,712	-3%	-$93.7K	﹤0.01%	1191
2023 Q4	$2.93M	Buy	55,978 +2,514	+5%	+$123K	﹤0.01%	1200
2023 Q3	$2.52M	Buy	53,464 +12,085	+29%	+$593K	﹤0.01%	1240
2023 Q2	$2.02M	Sell	41,379 -240	-0.6%	-$11.1K	﹤0.01%	1395
2023 Q1	$1.88M	Buy	41,619 +1,571	+4%	+$69.5K	﹤0.01%	1384
2022 Q4	$1.7M	Buy	40,048 +13,887	+53%	+$594K	﹤0.01%	1412
2022 Q3	$1.06M	Buy	26,161 +10,400	+66%	+$460K	﹤0.01%	1728
2022 Q2	$666K	Buy	+15,761	New	+$719K	﹤0.01%	1985

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Prudential Financial's LCTU Position: Q4 2024 in Review

Prudential Financial sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 51,458 shares — an estimated $3.23M sold.

Prudential Financial first reported a position in LCTU in Q2 2022 and held it in 10 quarters. The position peaked at $3.23M in Q3 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

Prudential Financial reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Prudential Financial sold 51,458 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $3.23M.
Prudential Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and held it in 10 quarters.
Prudential Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.23M in Q3 2024.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.