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

Vantus Wealth’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	$449K	Buy	+5,603	New	+$435K	0.24%	127
2025 Q4	$450K	Buy	+6,073	New	+$447K	0.33%	95

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

Vantus Wealth's LCTU Position: Q2 2026 in Review

Vantus Wealth opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 5,603 shares worth $449K. The stake represents 0.24% of the portfolio and ranks #127 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in LCTU as recently as Q4 2025.

Vantus Wealth first reported a position in LCTU in Q4 2025 and has held it in 2 quarters since. The position peaked at $450K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Vantus Wealth held 5,603 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $449K as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Vantus Wealth position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.24% of Vantus Wealth's portfolio in Q2 2026, its #127 holding.
Vantus Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 2 quarters since.
Vantus Wealth's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $450K 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 Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.