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

Spire Wealth Management’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 Q2	–	Sell	-6,719	Closed	-$386K	–	2315
2024 Q1	$386K	Sell	6,719 -754	-10%	-$41.3K	0.01%	588
2023 Q4	$397K	Buy	7,473 +3,466	+86%	+$169K	0.01%	571
2023 Q3	$189K	Buy	4,007 +1,973	+97%	+$96.8K	0.01%	727
2023 Q2	$99.3K	Buy	2,034 +2,010	+8,375%	+$92.8K	﹤0.01%	974
2023 Q1	$1.09K	Buy	+24	New	+$1.06K	﹤0.01%	2377

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

FMI

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

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

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

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

PAS

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

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

Spire Wealth Management's LCTU Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2024, closing a stake of 6,719 shares — an estimated $386K sold.

Spire Wealth Management first reported a position in LCTU in Q1 2023 and held it in 5 quarters. The position peaked at $397K in Q4 2023. 155 funds tracked by Wall St. Rank hold LCTU as of Q2 2024.

Spire Wealth Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 6,719 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2024, an estimated $386K.
Spire Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and held it in 5 quarters.
Spire Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $397K in Q4 2023.
155 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.