Raymond James Financial Services Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Raymond James Financial Services 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
2024 Q3	$310K	Buy	+4,937	New	+$298K	﹤0.01%	2934
2023 Q4	–	Sell	-10,783	Closed	-$508K	–	3367
2023 Q3	$508K	Buy	10,783 +2,776	+35%	+$136K	﹤0.01%	2319
2023 Q2	$391K	Sell	8,007 -812	-9%	-$37.5K	﹤0.01%	2494
2023 Q1	$399K	Buy	8,819 +2,371	+37%	+$105K	﹤0.01%	2476
2022 Q4	$274K	Buy	+6,448	New	+$276K	﹤0.01%	2650

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial Services Advisors's LCTU Position: Q3 2024 in Review

Raymond James Financial Services Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2024: 4,937 shares worth $310K. The stake represents ﹤0.01% of the portfolio and ranks #2934 among its holdings. This is a return to the name: Raymond James Financial Services Advisors previously reported a position in LCTU as recently as Q3 2023.

Raymond James Financial Services Advisors first reported a position in LCTU in Q4 2022 and has held it in 5 quarters since. The position peaked at $508K in Q3 2023. 166 funds tracked by Wall St. Rank hold LCTU as of Q3 2024.

Raymond James Financial Services Advisors held 4,937 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $310K as of Q3 2024.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Raymond James Financial Services Advisors position in Q3 2024.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2934 holding.
Raymond James Financial Services Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 5 quarters since.
Raymond James Financial Services Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $508K in Q3 2023.
166 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.