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

SoFi 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
2026 Q2	$11.9M	Buy	148,576 +27,094	+22%	+$2.1M	0.48%	20
2026 Q1	$8.52M	Buy	121,482 +23,873	+24%	+$1.75M	0.41%	20
2025 Q4	$7.23M	Buy	97,609 +18,957	+24%	+$1.39M	0.36%	21
2025 Q3	$5.71M	Buy	78,652 +22,386	+40%	+$1.56M	0.31%	22
2025 Q2	$3.79M	Buy	56,266 +22,723	+68%	+$1.41M	0.23%	21
2025 Q1	$2.03M	Buy	33,543 +29,104	+656%	+$1.87M	0.15%	19
2024 Q4	$284K	Buy	+4,439	New	+$286K	0.02%	25

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OWA

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

SoFi Wealth's LCTU Position: Q2 2026 in Review

SoFi Wealth increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 22% in Q2 2026, buying an estimated $2.1M and bringing the position to 148,576 shares worth $11.9M. The position accounts for 0.48% of the portfolio, ranked #20.

SoFi Wealth first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

SoFi Wealth held 148,576 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $11.9M as of Q2 2026.
SoFi Wealth bought 27,094 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $2.1M.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.48% of SoFi Wealth's portfolio in Q2 2026, its #20 holding.
SoFi Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on SoFi Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.