SHJ
LCTU icon

Sharkey, Howes & Javer’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sharkey, Howes & Javer’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 		$4.47M Sell
55,810
-1,137
-2% -$88.2K 0.54% 32
2026
Q1 		$3.99M Sell
56,947
-6,211
-10% -$456K 0.54% 33
2025
Q4 		$4.68M Buy
63,158
+596
+1% +$43.8K 0.59% 30
2025
Q3 		$4.54M Buy
62,562
+342
+0.5% +$23.9K 0.58% 33
2025
Q2 		$4.19M Buy
62,220
+1,227
+2% +$76.1K 0.56% 36
2025
Q1 		$3.7M Sell
60,993
-2,851
-4% -$183K 0.53% 39
2024
Q4 		$4.09M Sell
63,844
-1,167
-2% -$75.2K 0.57% 31
2024
Q3 		$4.08M Sell
65,011
-8,463
-12% -$511K 0.58% 28
2024
Q2 		$4.36M Sell
73,474
-3,647
-5% -$208K 0.71% 25
2024
Q1 		$4.43M Sell
77,121
-3,637
-5% -$199K 0.72% 25
2023
Q4 		$4.23M Buy
80,758
+17,829
+28% +$872K 0.75% 27
2023
Q3 		$2.96M Buy
62,929
+23,753
+61% +$1.17M 0.57% 34
2023
Q2 		$1.91M Buy
39,176
+529
+1% +$24.4K 0.36% 39
2023
Q1 		$1.75M Buy
38,647
+4,679
+14% +$207K 0.38% 37
2022
Q4 		$1.44M Buy
33,968
+8,105
+31% +$347K 0.33% 43
2022
Q3 		$1.03M Buy
25,863
+14,803
+134% +$655K 0.22% 52
2022
Q2 		$462K Buy
+11,060
New +$504K 0.11% 62

Other funds holding LCTU

AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return