TownSquare Capital’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

TownSquare Capital’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
2025 Q2	–	Sell	-25,493	Closed	-$1.55M	–	1183
2025 Q1	$1.55M	Sell	25,493 -3,855	-13%	-$247K	0.02%	683
2024 Q4	$1.88M	Buy	29,348 +7,831	+36%	+$504K	0.02%	591
2024 Q3	$1.35M	Sell	21,517 -1,038	-5%	-$62.7K	0.02%	642
2024 Q2	$1.34M	Buy	22,555 +231	+1%	+$13.2K	0.02%	606
2024 Q1	$1.28M	Buy	22,324 +1,081	+5%	+$59.2K	0.02%	593
2023 Q4	$1.11M	Buy	21,243 +3,396	+19%	+$166K	0.02%	566
2023 Q3	$840K	Buy	+17,847	New	+$876K	0.02%	609

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

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

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

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

PAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

TownSquare Capital's LCTU Position: Q2 2025 in Review

TownSquare Capital sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2025, closing a stake of 25,493 shares — an estimated $1.55M sold.

TownSquare Capital first reported a position in LCTU in Q3 2023 and held it in 7 quarters. The position peaked at $1.88M in Q4 2024. 186 funds tracked by Wall St. Rank hold LCTU as of Q2 2025.

TownSquare Capital reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 25,493 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2025, an estimated $1.55M.
TownSquare Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and held it in 7 quarters.
TownSquare Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.88M in Q4 2024.
186 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.