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 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 $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

World Investment Advisors's LCTU Position: Q1 2026 in Review

World Investment Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.9% in Q1 2026, selling an estimated $131K and leaving 28,336 shares worth $1.99M. The position accounts for 0.03% of the portfolio, ranked #488.

World Investment Advisors first reported a position in LCTU in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.23M in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

World Investment Advisors held 28,336 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.99M as of Q1 2026.
World Investment Advisors sold 1,783 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $131K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of World Investment Advisors's portfolio in Q1 2026, its #488 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 14 quarters since.
World Investment Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.23M 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 World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.