TWA
LCTU icon

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

Talisman Wealth Advisors’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
Q1 		$434K Sell
6,190
-759
-11% -$55.8K 0.35% 59
2025
Q4 		$518K Buy
6,949
+86
+1% +$6.33K 0.4% 57
2025
Q3 		$498K Buy
6,863
+54
+0.8% +$3.77K 0.41% 61
2025
Q2 		$458K Buy
6,809
+108
+2% +$6.7K 0.42% 58
2025
Q1 		$406K Buy
6,701
+956
+17% +$61.3K 0.42% 60
2024
Q4 		$368K Buy
5,745
+597
+12% +$38.4K 0.39% 63
2024
Q3 		$323K Buy
5,148
+772
+18% +$46.6K 0.34% 72
2024
Q2 		$260K Buy
4,376
+274
+7% +$15.7K 0.3% 78
2024
Q1 		$236K Buy
4,102
+12
+0.3% +$657 0.3% 80
2023
Q4 		$214K Buy
+4,090
New +$200K 0.32% 82

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return