Savvy Advisors Inc’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Savvy Advisors Inc’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	$1.41M	Buy	17,628 +321	+2%	+$24.9K	0.03%	420
2026 Q1	$1.21M	Buy	17,307 +10,864	+169%	+$798K	0.03%	386
2025 Q4	$477K	Buy	6,443 +385	+6%	+$28.3K	0.02%	584
2025 Q3	$440K	Sell	6,058 -106	-2%	-$7.4K	0.02%	468
2025 Q2	$415K	Sell	6,164 -787	-11%	-$48.8K	0.03%	399
2025 Q1	$421K	Sell	6,951 -925	-12%	-$59.3K	0.04%	318
2024 Q4	$504K	Sell	7,876 -646	-8%	-$41.6K	0.06%	245
2024 Q3	$535K	Buy	8,522 +184	+2%	+$11.1K	0.11%	176
2024 Q2	$495K	Buy	+8,338	New	+$476K	0.16%	142

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

Savvy Advisors Inc's LCTU Position: Q2 2026 in Review

Savvy Advisors Inc increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 17,628 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #420.

Savvy Advisors Inc first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Savvy Advisors Inc held 17,628 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.41M as of Q2 2026.
Savvy Advisors Inc bought 321 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $24.9K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #420 holding.
Savvy Advisors Inc first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 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 Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.