Snowden Capital Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Snowden Capital Advisors’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	$1.7M	Sell	21,167 -1,378	-6%	-$107K	0.04%	409
2026 Q1	$1.58M	Sell	22,545 -334	-1%	-$24.5K	0.04%	394
2025 Q4	$1.7M	Buy	22,879 +59	+0.3%	+$4.34K	0.04%	375
2025 Q3	$1.66M	Buy	22,820 +370	+2%	+$25.8K	0.05%	366
2025 Q2	$1.51M	Sell	22,450 -448	-2%	-$27.8K	0.04%	384
2025 Q1	$1.39M	Sell	22,898 -269	-1%	-$17.2K	0.04%	403
2024 Q4	$1.48M	Buy	23,167 +1,085	+5%	+$69.9K	0.05%	384
2024 Q3	$1.39M	Sell	22,082 -2,299	-9%	-$139K	0.04%	431
2024 Q2	$1.45M	Sell	24,381 -2,187	-8%	-$125K	0.04%	405
2024 Q1	$1.53M	Buy	26,568 +438	+2%	+$24K	0.05%	390
2023 Q4	$1.37M	Buy	26,130 +2,876	+12%	+$141K	0.05%	364
2023 Q3	$1.09M	Buy	23,254 +8,968	+63%	+$440K	0.05%	396
2023 Q2	$698K	Sell	14,286 -1,460	-9%	-$67.4K	0.03%	579
2023 Q1	$712K	Buy	15,746 +4,901	+45%	+$217K	0.03%	574
2022 Q4	$460K	Buy	+10,845	New	+$464K	0.02%	739

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

Snowden Capital Advisors's LCTU Position: Q2 2026 in Review

Snowden Capital Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.1% in Q2 2026, selling an estimated $107K and leaving 21,167 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #409.

Snowden Capital Advisors first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Snowden Capital Advisors held 21,167 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.7M as of Q2 2026.
Snowden Capital Advisors sold 1,378 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $107K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Snowden Capital Advisors's portfolio in Q2 2026, its #409 holding.
Snowden Capital Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Snowden Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.