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

Wellington 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 		– Sell
-382
Closed -$26.8K – 269
2026
Q1 		$26.8K Buy
+382
New +$28.1K 0.01% 355

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 22.9% 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 19.28% 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

Wellington Group's LCTU Position: Q2 2026 in Review

Wellington Group sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 382 shares — an estimated $26.8K sold.

Wellington Group first reported a position in LCTU in Q1 2026 and held it in 1 quarter. The position peaked at $26.8K in Q1 2026. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Wellington Group reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
  • Wellington Group sold 382 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $26.8K.
  • Wellington Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and held it in 1 quarter.
  • Wellington Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $26.8K in Q1 2026.
  • 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.