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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 19.28% 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

Sharkey, Howes & Javer's LCTU Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2% in Q2 2026, selling an estimated $88.2K and leaving 55,810 shares worth $4.47M. The position accounts for 0.54% of the portfolio, ranked #32.

Sharkey, Howes & Javer first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.68M in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Sharkey, Howes & Javer held 55,810 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.47M as of Q2 2026.
Sharkey, Howes & Javer sold 1,137 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $88.2K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.54% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #32 holding.
Sharkey, Howes & Javer first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Sharkey, Howes & Javer's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.68M in Q4 2025.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.