SageView Advisory Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-108	Closed	-$8K	–	1617
2025 Q4	$8K	Buy	+108	New	+$7.95K	﹤0.01%	1801

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

SageView Advisory Group's LCTU Position: Q1 2026 in Review

SageView Advisory Group sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026, closing a stake of 108 shares — an estimated $8K sold.

SageView Advisory Group first reported a position in LCTU in Q4 2025 and held it in 1 quarter. The position peaked at $8K in Q4 2025. 196 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

SageView Advisory Group reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 108 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $8K.
SageView Advisory Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $8K in Q4 2025.
196 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.