Vertex Planning Partners’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Vertex Planning Partners’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	$260K	Hold	3,243	–	–	0.04%	138
2026 Q1	$227K	Sell	3,243 -15	-0.5%	-$1.1K	0.04%	125
2025 Q4	$241K	Sell	3,258 -32	-1%	-$2.35K	0.06%	117
2025 Q3	$239K	Sell	3,290 -7	-0.2%	-$489	0.05%	183
2025 Q2	$222K	Buy	+3,297	New	+$205K	0.05%	173
2025 Q1	–	Sell	-3,632	Closed	-$233K	–	187
2024 Q4	$233K	Buy	3,632 +4	+0.1%	+$258	0.05%	170
2024 Q3	$228K	Buy	3,628 +254	+8%	+$15.3K	0.05%	151
2024 Q2	$200K	Buy	+3,374	New	+$193K	0.05%	153

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

Vertex Planning Partners's LCTU Position: Q2 2026 in Review

Vertex Planning Partners held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q2 2026 at 3,243 shares worth $260K. The position accounts for 0.04% of the portfolio, ranked #138.

Vertex Planning Partners first reported a position in LCTU in Q2 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Vertex Planning Partners held 3,243 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $260K as of Q2 2026.
Vertex Planning Partners 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 0.04% of Vertex Planning Partners's portfolio in Q2 2026, its #138 holding.
Vertex Planning Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 8 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Vertex Planning Partners's 13F filing for Q2 2026, filed 14 Aug 2026.