WF
LCTU icon

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

Willow Financial’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
Q1 		– Sell
-2,988
Closed -$221K – 41
2025
Q4 		$221K Buy
+2,988
New +$220K 0.23% 38

Other funds holding LCTU

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Willow Financial's LCTU Position: Q1 2026 in Review

Willow Financial sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q1 2026, closing a stake of 2,988 shares — an estimated $221K sold.

Willow Financial first reported a position in LCTU in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

  • Willow Financial reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q1 2026 after selling out during the quarter.
  • Willow Financial sold 2,988 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $221K.
  • Willow Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and held it in 1 quarter.
  • Willow Financial's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $221K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Willow Financial's 13F filing for Q1 2026, filed 21 Apr 2026.