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

PSI 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
2025 Q1	–	Sell	-141	Closed	-$9.02K	–	859
2024 Q4	$9.02K	Hold	141	–	–	﹤0.01%	545
2024 Q3	$8.81K	Buy	141 +1	+0.7%	+$60	﹤0.01%	559
2024 Q2	$8.31K	Buy	140 +1	+0.7%	+$57	﹤0.01%	547
2024 Q1	$8.01K	Sell	139 -1	-0.7%	-$55	﹤0.01%	516
2023 Q4	$7.28K	Buy	140 +40	+40%	+$1.96K	﹤0.01%	557
2023 Q3	$4.71K	Buy	+100	New	+$4.91K	﹤0.01%	600

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

PSI Advisors's LCTU Position: Q1 2025 in Review

PSI Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2025, closing a stake of 141 shares — an estimated $9.02K sold.

PSI Advisors first reported a position in LCTU in Q3 2023 and held it in 6 quarters. The position peaked at $9.02K in Q4 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q1 2025.

PSI Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 141 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2025, an estimated $9.02K.
PSI Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 6 quarters.
PSI Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $9.02K in Q4 2024.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.