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

Tyler-Stone 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 Q1	–	Sell	-75	Closed	-$3.93K	–	986
2023 Q4	$3.93K	Hold	75	–	–	﹤0.01%	755
2023 Q3	$4K	Hold	75	–	–	﹤0.01%	745
2023 Q2	$4K	Buy	+75	New	+$3.46K	﹤0.01%	735

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

California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

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

Tyler-Stone Wealth Management's LCTU Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2024, closing a stake of 75 shares — an estimated $3.93K sold.

Tyler-Stone Wealth Management first reported a position in LCTU in Q2 2023 and held it in 3 quarters. The position peaked at $4K in Q3 2023. 146 funds tracked by Wall St. Rank hold LCTU as of Q1 2024.

Tyler-Stone Wealth Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 75 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2024, an estimated $3.93K.
Tyler-Stone Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and held it in 3 quarters.
Tyler-Stone Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4K in Q3 2023.
146 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.