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

WrapManager Inc’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	$401K	Sell	5,000 -43	-0.9%	-$3.34K	0.13%	105
2026 Q1	$354K	Sell	5,043 -407	-7%	-$29.9K	0.12%	104
2025 Q4	$404K	Sell	5,450 -61	-1%	-$4.49K	0.14%	106
2025 Q3	$400K	Buy	5,511 +46	+0.8%	+$3.21K	0.12%	112
2025 Q2	$368K	Sell	5,465 -2,183	-29%	-$135K	0.09%	131
2025 Q1	$464K	Buy	+7,648	New	+$490K	0.12%	123

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

WrapManager Inc's LCTU Position: Q2 2026 in Review

WrapManager Inc reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.85% in Q2 2026, selling an estimated $3.34K and leaving 5,000 shares worth $401K. The position accounts for 0.13% of the portfolio, ranked #105.

WrapManager Inc first reported a position in LCTU in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q1 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

WrapManager Inc held 5,000 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $401K as of Q2 2026.
WrapManager Inc sold 43 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $3.34K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of WrapManager Inc's portfolio in Q2 2026, its #105 holding.
WrapManager Inc first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2025 and has held it in 6 quarters since.
WrapManager Inc's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $464K in Q1 2025.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.