Sagespring Wealth Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sagespring Wealth Partners’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	$1.84M	Sell	22,907 -65	-0.3%	-$5.04K	0.03%	230
2026 Q1	$1.61M	Sell	22,972 -1,241	-5%	-$91.2K	0.03%	225
2025 Q4	$1.79M	Sell	24,213 -238	-1%	-$17.5K	0.03%	202
2025 Q3	$1.77M	Buy	24,451 +1,909	+8%	+$133K	0.03%	202
2025 Q2	$1.52M	Buy	22,542 +2,142	+11%	+$133K	0.03%	208
2025 Q1	$1.24M	Sell	20,400 -404	-2%	-$25.9K	0.03%	211
2024 Q4	$1.33M	Buy	+20,804	New	+$1.34M	0.04%	182

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

Sagespring Wealth Partners's LCTU Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.28% in Q2 2026, selling an estimated $5.04K and leaving 22,907 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #230.

Sagespring Wealth Partners first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Sagespring Wealth Partners held 22,907 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.84M as of Q2 2026.
Sagespring Wealth Partners sold 65 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $5.04K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #230 holding.
Sagespring Wealth Partners 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.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.