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

Raymond James 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
2026 Q2	$3.32M	Buy	41,397 +18,489	+81%	+$1.43M	﹤0.01%	3083
2026 Q1	$1.61M	Sell	22,908 -2,333	-9%	-$171K	﹤0.01%	3512
2025 Q4	$1.87M	Buy	25,241 +4,144	+20%	+$305K	﹤0.01%	3327
2025 Q3	$1.53M	Buy	21,097 +12,057	+133%	+$842K	﹤0.01%	3383
2025 Q2	$608K	Buy	9,040 +1,972	+28%	+$122K	﹤0.01%	3887
2025 Q1	$428K	Sell	7,068 -929	-12%	-$59.6K	﹤0.01%	4028
2024 Q4	$512K	Buy	+7,997	New	+$515K	﹤0.01%	3894

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 22.9% 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 19.28% 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

Raymond James Financial's LCTU Position: Q2 2026 in Review

Raymond James Financial increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 81% in Q2 2026, buying an estimated $1.43M and bringing the position to 41,397 shares worth $3.32M. The position accounts for ﹤0.01% of the portfolio, ranked #3083.

Raymond James Financial first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Raymond James Financial held 41,397 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.32M as of Q2 2026.
Raymond James Financial bought 18,489 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.43M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3083 holding.
Raymond James Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.