SW
LCTU icon

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

Simplicity Wealth’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
2025
Q3 		– Sell
-8,170
Closed -$550K – 730
2025
Q2 		$550K Buy
8,170
+3,229
+65% +$200K 0.02% 437
2025
Q1 		$299K Buy
+4,941
New +$317K 0.02% 429
2024
Q4 		– Sell
-4,786
Closed -$300K – 446
2024
Q3 		$300K Sell
4,786
-484
-9% -$29.2K 0.03% 389
2024
Q2 		$313K Buy
5,270
+61
+1% +$3.49K 0.01% 930
2024
Q1 		$299K Buy
+5,209
New +$285K 0.01% 919

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VMPIC
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LPL Financial
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Envestnet Portfolio Solutions
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JP Morgan Chase
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PAS
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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
OWA
One Wealth Advisors San Francisco, California $803M AUM 17.67% 1-Year Est. Return