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

SigFig Wealth Management’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	$3.58M	Sell	45,034 -2,015	-4%	-$156K	0.1%	60
2026 Q1	$3.3M	Sell	47,049 -4,114	-8%	-$302K	0.1%	64
2025 Q4	$3.79M	Sell	51,163 -228	-0.4%	-$16.8K	0.11%	67
2025 Q3	$3.72M	Sell	51,391 -354	-0.7%	-$24.7K	0.11%	67
2025 Q2	$3.46M	Buy	51,745 +2,022	+4%	+$125K	0.11%	69
2025 Q1	$3M	Sell	49,723 -1,326	-3%	-$85K	0.11%	66
2024 Q4	$3.28M	Buy	51,049 +751	+1%	+$48.4K	0.12%	66
2024 Q3	$3.15M	Sell	50,298 -2,982	-6%	-$180K	0.11%	66
2024 Q2	$3.17M	Buy	53,280 +2,313	+5%	+$132K	0.12%	64
2024 Q1	$2.93M	Buy	50,967 +50	+0.1%	+$2.74K	0.11%	66
2023 Q4	$2.66M	Buy	50,917 +9,892	+24%	+$484K	0.1%	74
2023 Q3	$1.93M	Buy	41,025 +10,077	+33%	+$495K	0.08%	77
2023 Q2	$1.49M	Buy	30,948 +214	+0.7%	+$9.88K	0.06%	83
2023 Q1	$1.39M	Buy	30,734 +4,835	+19%	+$214K	0.08%	76
2022 Q4	$522K	Buy	25,899 +9,486	+58%	+$406K	0.03%	95
2022 Q3	$430K	Buy	16,413 +6,644	+68%	+$294K	0.02%	87
2022 Q2	$424K	Buy	+9,769	New	+$446K	0.02%	86

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

SigFig Wealth Management's LCTU Position: Q2 2026 in Review

SigFig Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.3% in Q2 2026, selling an estimated $156K and leaving 45,034 shares worth $3.58M. The position accounts for 0.1% of the portfolio, ranked #60.

SigFig Wealth Management first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.79M in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

SigFig Wealth Management held 45,034 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $3.58M as of Q2 2026.
SigFig Wealth Management sold 2,015 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $156K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.1% of SigFig Wealth Management's portfolio in Q2 2026, its #60 holding.
SigFig Wealth Management 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.
SigFig Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $3.79M in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on SigFig Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.