WFA of San Diego’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

WFA of San Diego’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	-762	Closed	-$53.4K	–	246
2026 Q1	$53.4K	Hold	762	–	–	0.04%	178
2025 Q4	$56.5K	Hold	762	–	–	0.04%	184
2025 Q3	$55.3K	Hold	762	–	–	0.04%	189
2025 Q2	$51.3K	Buy	+762	New	+$47.3K	0.04%	197
2024 Q3	$47.8K	Hold	762	–	–	0.04%	190
2024 Q2	$45.3K	Buy	+762	New	+$43.5K	0.04%	187
2023 Q3	$35.9K	Hold	762	–	–	0.04%	195
2023 Q2	$37.2K	Buy	+762	New	+$35.2K	0.04%	196
2023 Q1	–	Sell	-762	Closed	-$32.3K	–	260
2022 Q4	$32.3K	Buy	+762	New	+$32.6K	0.02%	240

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

WFA of San Diego's LCTU Position: Q2 2026 in Review

WFA of San Diego sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 762 shares — an estimated $53.4K sold.

WFA of San Diego first reported a position in LCTU in Q4 2022 and held it in 9 quarters. The position peaked at $56.5K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

WFA of San Diego reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 762 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $53.4K.
WFA of San Diego first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and held it in 9 quarters.
WFA of San Diego's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $56.5K 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 WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.