Steward Partners Investment Advisory’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Steward Partners Investment Advisory’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	$4.4M	Buy	54,877 +2,328	+4%	+$181K	0.02%	611
2026 Q1	$3.69M	Buy	52,549 +347	+0.7%	+$25.5K	0.02%	625
2025 Q4	$3.87M	Sell	52,202 -1,287	-2%	-$94.7K	0.02%	556
2025 Q3	$3.88M	Sell	53,489 -1,346	-2%	-$94K	0.02%	545
2025 Q2	$3.69M	Sell	54,835 -2,651	-5%	-$164K	0.03%	504
2025 Q1	$3.48M	Sell	57,486 -1,212	-2%	-$77.7K	0.03%	495
2024 Q4	$3.76M	Buy	58,698 +2,894	+5%	+$186K	0.03%	457
2024 Q3	$3.5M	Sell	55,804 -3,357	-6%	-$203K	0.03%	469
2024 Q2	$3.51M	Sell	59,161 -1,086	-2%	-$62.1K	0.04%	425
2024 Q1	$3.46M	Sell	60,247 -565	-0.9%	-$30.9K	0.04%	421
2023 Q4	$3.18M	Buy	60,812 +14,387	+31%	+$703K	0.04%	383
2023 Q3	$2.19M	Buy	46,425 +17,398	+60%	+$854K	0.03%	453
2023 Q2	$1.42M	Buy	29,027 +5,169	+22%	+$239K	0.02%	577
2023 Q1	$1.08M	Buy	23,858 +5,671	+31%	+$251K	0.02%	671
2022 Q4	$771K	Buy	18,187 +11,957	+192%	+$512K	0.01%	757
2022 Q3	$248K	Buy	6,230 +3,066	+97%	+$136K	﹤0.01%	1112
2022 Q2	$132K	Buy	+3,164	New	+$144K	﹤0.01%	1379

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

Steward Partners Investment Advisory's LCTU Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.4% in Q2 2026, buying an estimated $181K and bringing the position to 54,877 shares worth $4.4M. The position accounts for 0.02% of the portfolio, ranked #611.

Steward Partners Investment Advisory first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Steward Partners Investment Advisory held 54,877 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.4M as of Q2 2026.
Steward Partners Investment Advisory bought 2,328 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $181K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #611 holding.
Steward Partners Investment Advisory first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.