Sowell Financial Services’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Sowell Financial Services’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
2024 Q4	–	Sell	-12,075	Closed	-$758K	–	562
2024 Q3	$758K	Sell	12,075 -2,919	-19%	-$176K	0.04%	391
2024 Q2	$891K	Buy	14,994 +515	+4%	+$29.4K	0.04%	345
2024 Q1	$831K	Buy	+14,479	New	+$792K	0.04%	377
2023 Q4	–	Sell	-11,469	Closed	-$542K	–	561
2023 Q3	$542K	Buy	+11,469	New	+$563K	0.03%	388

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sowell Financial Services's LCTU Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q4 2024, closing a stake of 12,075 shares — an estimated $758K sold.

Sowell Financial Services first reported a position in LCTU in Q3 2023 and held it in 4 quarters. The position peaked at $891K in Q2 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

Sowell Financial Services reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 12,075 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $758K.
Sowell Financial Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 4 quarters.
Sowell Financial Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $891K in Q2 2024.
180 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.