Van Hulzen Asset Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Van Hulzen Asset 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
2026 Q2	$486K	Hold	6,069	–	–	0.03%	257
2026 Q1	$426K	Sell	6,069 -600	-9%	-$44.1K	0.03%	245
2025 Q4	$494K	Hold	6,669	–	–	0.04%	222
2025 Q3	$484K	Sell	6,669 -350	-5%	-$24.4K	0.04%	226
2025 Q2	$472K	Hold	7,019	–	–	0.04%	223
2025 Q1	$425K	Hold	7,019	–	–	0.04%	224
2024 Q4	$450K	Hold	7,019	–	–	0.03%	227
2024 Q3	$440K	Buy	7,019 +2,399	+52%	+$145K	0.03%	222
2024 Q2	$274K	Hold	4,620	–	–	0.02%	263
2024 Q1	$265K	Buy	+4,620	New	+$253K	0.02%	278

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

Van Hulzen Asset Management's LCTU Position: Q2 2026 in Review

Van Hulzen Asset Management held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 6,069 shares worth $486K. The position accounts for 0.03% of the portfolio, ranked #257.

Van Hulzen Asset Management first reported a position in LCTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $494K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Van Hulzen Asset Management held 6,069 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $486K as of Q2 2026.
Van Hulzen Asset Management 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 0.03% of Van Hulzen Asset Management's portfolio in Q2 2026, its #257 holding.
Van Hulzen Asset Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
Van Hulzen Asset Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $494K in Q4 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.