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

United Capital Financial 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	$4.65M	Sell	66,243 -6,814	-9%	-$501K	0.03%	368
2025 Q4	$5.41M	Buy	73,057 +3,609	+5%	+$265K	0.03%	342
2025 Q3	$5.04M	Sell	69,448 -2,515	-3%	-$176K	0.04%	307
2025 Q2	$4.84M	Sell	71,963 -2,264	-3%	-$140K	0.04%	284
2025 Q1	$4.5M	Sell	74,227 -9,037	-11%	-$579K	0.04%	285
2024 Q4	$5.33M	Sell	83,264 -2,066	-2%	-$133K	0.05%	252
2024 Q3	$5.35M	Sell	85,330 -12,520	-13%	-$756K	0.04%	250
2024 Q2	$5.81M	Buy	97,850 +7,430	+8%	+$425K	0.05%	239
2024 Q1	$5.19M	Sell	90,420 -4,778	-5%	-$261K	0.04%	278
2023 Q4	$4.98M	Buy	+95,198	New	+$4.65M	0.04%	288

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

JP Morgan Chase New York $1.56T 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 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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

United Capital Financial Advisors's LCTU Position: Q1 2026 in Review

United Capital Financial Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.3% in Q1 2026, selling an estimated $501K and leaving 66,243 shares worth $4.65M. The position accounts for 0.03% of the portfolio, ranked #368.

United Capital Financial Advisors first reported a position in LCTU in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.81M in Q2 2024. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

United Capital Financial Advisors held 66,243 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.65M as of Q1 2026.
United Capital Financial Advisors sold 6,814 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $501K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of United Capital Financial Advisors's portfolio in Q1 2026, its #368 holding.
United Capital Financial Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 10 quarters since.
United Capital Financial Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.81M in Q2 2024.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.