Sound View Wealth Advisors Group’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sound View Wealth Advisors Group’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	$835K	Sell	10,411 -318	-3%	-$24.7K	0.05%	219
2026 Q1	$753K	Sell	10,729 -30	-0.3%	-$2.2K	0.05%	223
2025 Q4	$797K	Sell	10,759 -12	-0.1%	-$883	0.05%	217
2025 Q3	$782K	Hold	10,771	–	–	0.05%	221
2025 Q2	$725K	Hold	10,771	–	–	0.05%	225
2025 Q1	$653K	Sell	10,771 -2,346	-18%	-$150K	0.05%	225
2024 Q4	$840K	Buy	13,117 +107	+0.8%	+$6.89K	0.07%	200
2024 Q3	$816K	Buy	+13,010	New	+$786K	0.07%	204

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

Sound View Wealth Advisors Group's LCTU Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3% in Q2 2026, selling an estimated $24.7K and leaving 10,411 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #219.

Sound View Wealth Advisors Group first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $840K in Q4 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Sound View Wealth Advisors Group held 10,411 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $835K as of Q2 2026.
Sound View Wealth Advisors Group sold 318 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $24.7K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.05% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #219 holding.
Sound View Wealth Advisors Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 quarters since.
Sound View Wealth Advisors Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $840K in Q4 2024.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.