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

UBS AM’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	$2K	Hold	25	–	–	﹤0.01%	3541
2026 Q1	$1.75K	Buy	+25	New	+$1.84K	﹤0.01%	3617
2025 Q3	–	Sell	-1,785,000	Closed	-$120M	–	2455
2025 Q2	$120M	Hold	1,785,000	–	–	0.02%	499
2025 Q1	$108M	Hold	1,785,000	–	–	0.03%	517
2024 Q4	$114M	Hold	1,785,000	–	–	0.03%	486
2024 Q3	$112M	Hold	1,785,000	–	–	0.03%	492
2024 Q2	$106M	Buy	+1,785,000	New	+$102M	0.03%	446

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

UBS AM's LCTU Position: Q2 2026 in Review

UBS AM held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 25 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3541.

UBS AM first reported a position in LCTU in Q2 2024 and has held it in 7 quarters since. The position peaked at $120M in Q2 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

UBS AM held 25 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2K as of Q2 2026.
UBS AM left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3541 holding.
UBS AM first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 7 quarters since.
UBS AM's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $120M in Q2 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.