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

Rossby 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	$242K	Sell	3,020 -349	-10%	-$27.1K	0.04%	349
2026 Q1	$238K	Buy	3,369 +1,014	+43%	+$74.5K	0.05%	333
2025 Q4	$174K	Hold	2,355	–	–	0.05%	302
2025 Q3	$172K	Hold	2,355	–	–	0.06%	306
2025 Q2	$158K	Sell	2,355 -549	-19%	-$34.1K	0.06%	293
2025 Q1	$174K	Buy	+2,904	New	+$186K	0.07%	251

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 22.96% 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 19.34% 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

Rossby Financial's LCTU Position: Q2 2026 in Review

Rossby Financial reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 10% in Q2 2026, selling an estimated $27.1K and leaving 3,020 shares worth $242K. The position accounts for 0.04% of the portfolio, ranked #349.

Rossby Financial first reported a position in LCTU in Q1 2025 and has held it in 6 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Rossby Financial held 3,020 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $242K as of Q2 2026.
Rossby Financial sold 349 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $27.1K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #349 holding.
Rossby Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.