UBS Group
LCTU icon

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

UBS Group’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 		$703K Buy
8,772
+611
+7% +$47.4K ﹤0.01% 6007
2026
Q1 		$572K Buy
8,161
+775
+10% +$56.9K ﹤0.01% 5988
2025
Q4 		$547K Sell
7,386
-3,104
-30% -$228K ﹤0.01% 6020
2025
Q3 		$761K Buy
10,490
+1,069
+11% +$74.6K ﹤0.01% 5779
2025
Q2 		$634K Sell
9,421
-2,599
-22% -$161K ﹤0.01% 5820
2025
Q1 		$728K Buy
12,020
+2,192
+22% +$141K ﹤0.01% 5557
2024
Q4 		$629K Sell
9,828
-1,288
-12% -$82.9K ﹤0.01% 5678
2024
Q3 		$697K Buy
11,116
+1,205
+12% +$72.8K ﹤0.01% 4966
2024
Q2 		$589K Sell
9,911
-1,195
-11% -$68.3K ﹤0.01% 4880
2024
Q1 		$638K Buy
11,106
+1,186
+12% +$64.9K ﹤0.01% 5002
2023
Q4 		$519K Buy
9,920
+4,265
+75% +$208K ﹤0.01% 5074
2023
Q3 		$266K Buy
5,655
+3,581
+173% +$176K ﹤0.01% 5163
2023
Q2 		$101K Buy
2,074
+203
+11% +$9.37K ﹤0.01% 6002
2023
Q1 		$84.6K Buy
+1,871
New +$82.8K ﹤0.01% 6042
2022
Q4 		– Sell
-1,572
Closed -$63K – 10959
2022
Q3 		$63K Buy
+1,572
New +$69.5K ﹤0.01% 6119
2022
Q2 		– Sell
-381
Closed -$19K – 10651
2022
Q1 		$19K Sell
381
-1,356
-78% -$68K ﹤0.01% 7511
2021
Q4 		$94K Buy
1,737
+815
+88% +$43.1K ﹤0.01% 6363
2021
Q3 		$46K Buy
922
+742
+412% +$37.8K ﹤0.01% 6396
2021
Q2 		$9K Buy
+180
New +$8.67K ﹤0.01% 8143

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SW
SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group's LCTU Position: Q2 2026 in Review

UBS Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.5% in Q2 2026, buying an estimated $47.4K and bringing the position to 8,772 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #6007.

UBS Group first reported a position in LCTU in Q2 2021 and has held it in 19 quarters since. The position peaked at $761K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • UBS Group held 8,772 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $703K as of Q2 2026.
  • UBS Group bought 611 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $47.4K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6007 holding.
  • UBS Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2021 and has held it in 19 quarters since.
  • UBS Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $761K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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