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

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

OWA

One Wealth Advisors San Francisco, California $906M AUM 23.79% 1-Year Est. Return

Simplicity Wealth's LCTU Position: Q3 2025 in Review

Simplicity Wealth sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2025, closing a stake of 8,170 shares — an estimated $550K sold.

Simplicity Wealth first reported a position in LCTU in Q1 2024 and held it in 5 quarters. The position peaked at $550K in Q2 2025. 175 funds tracked by Wall St. Rank hold LCTU as of Q3 2025.

Simplicity Wealth reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q3 2025 after selling out during the quarter.
Simplicity Wealth sold 8,170 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2025, an estimated $550K.
Simplicity Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 5 quarters.
Simplicity Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $550K in Q2 2025.
175 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2025.

Based on Simplicity Wealth's 13F filing for Q3 2025, filed 30 Oct 2025.