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World Investment Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

World Investment Advisors’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 		$1.99M Sell
28,211
-125
-0.4% -$9.7K 0.03% 478
2026
Q1 		$1.99M Sell
28,336
-1,783
-6% -$131K 0.03% 488
2025
Q4 		$2.23M Buy
30,119
+3,222
+12% +$237K 0.04% 439
2025
Q3 		$1.95M Buy
26,897
+359
+1% +$25.1K 0.04% 399
2025
Q2 		$1.79M Sell
26,538
-210
-0.8% -$13K 0.04% 397
2025
Q1 		$1.62M Buy
26,748
+3,183
+14% +$204K 0.04% 390
2024
Q4 		$1.51M Buy
23,565
+1,356
+6% +$87.3K 0.04% 387
2024
Q3 		$1.39M Buy
22,209
+165
+0.7% +$9.96K 0.04% 363
2024
Q2 		$1.31M Sell
22,044
-123
-0.6% -$7.03K 0.08% 224
2024
Q1 		$1.27M Sell
22,167
-523
-2% -$28.6K 0.18% 114
2023
Q4 		$1.19M Buy
22,690
+5,853
+35% +$286K 0.15% 128
2023
Q3 		$796K Buy
16,837
+5,072
+43% +$249K 0.16% 109
2023
Q2 		$575K Sell
11,765
-696
-6% -$32.1K 0.11% 124
2023
Q1 		$564K Buy
12,461
+5,332
+75% +$236K 0.12% 126
2022
Q4 		$302K Buy
+7,129
New +$305K 0.07% 174

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

World Investment Advisors's LCTU Position: Q2 2026 in Review

World Investment Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.44% in Q2 2026, selling an estimated $9.7K and leaving 28,211 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #478.

World Investment Advisors first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.23M in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • World Investment Advisors held 28,211 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.99M as of Q2 2026.
  • World Investment Advisors sold 125 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $9.7K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of World Investment Advisors's portfolio in Q2 2026, its #478 holding.
  • World Investment Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 quarters since.
  • World Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.23M in Q4 2025.
  • 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.