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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$782K Hold
2025
Q2
$725K Hold
2025
Q1
$653K Sell
2024
Q4
$840K Buy
2024
Q3
$816K Buy