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

Sugarloaf 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 Q4	$11.4K	Sell	178 -4,602	-96%	-$296K	﹤0.01%	480
2024 Q3	$300K	Sell	4,780 -977	-17%	-$59K	0.06%	119
2024 Q2	$342K	Hold	5,757	–	–	0.07%	106
2024 Q1	$331K	Buy	5,757 +1,049	+22%	+$57.4K	0.07%	109
2023 Q4	$246K	Hold	4,708	–	–	0.06%	119
2023 Q3	$222K	Buy	4,708 +1,776	+61%	+$87.2K	0.06%	114
2023 Q2	$143K	Hold	2,932	–	–	0.03%	176
2023 Q1	$133K	Buy	2,932 +1,011	+53%	+$44.8K	0.03%	172
2022 Q4	$81.5K	Hold	1,921	–	–	0.02%	221
2022 Q3	$77K	Buy	+1,921	New	+$85K	0.02%	227

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

Sugarloaf Wealth Management's LCTU Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 96% in Q4 2024, selling an estimated $296K and leaving 178 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Sugarloaf Wealth Management first reported a position in LCTU in Q3 2022 and has held it in 10 quarters since. The position peaked at $342K in Q2 2024. 180 funds tracked by Wall St. Rank hold LCTU as of Q4 2024.

Sugarloaf Wealth Management held 178 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $11.4K as of Q4 2024.
Sugarloaf Wealth Management sold 4,602 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q4 2024, an estimated $296K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #480 holding.
Sugarloaf Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2022 and has held it in 10 quarters since.
Sugarloaf Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $342K 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 Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.