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

Zacks Investment Management’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	$550K	Hold	7,843	–	–	﹤0.01%	476
2025 Q4	$581K	Hold	7,843	–	–	﹤0.01%	476
2025 Q3	$569K	Hold	7,843	–	–	﹤0.01%	472
2025 Q2	$528K	Hold	7,843	–	–	﹤0.01%	471
2025 Q1	$475K	Hold	7,843	–	–	﹤0.01%	491
2024 Q4	$502K	Buy	+7,843	New	+$505K	﹤0.01%	484
2024 Q3	–	Sell	-8,646	Closed	-$514K	–	730
2024 Q2	$514K	Buy	8,646 +584	+7%	+$33.4K	0.01%	439
2024 Q1	$463K	Buy	+8,062	New	+$441K	﹤0.01%	481

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

Zacks Investment Management's LCTU Position: Q1 2026 in Review

Zacks Investment Management held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q1 2026 at 7,843 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #476.

Zacks Investment Management first reported a position in LCTU in Q1 2024 and has held it in 8 quarters since. The position peaked at $581K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

Zacks Investment Management held 7,843 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $550K as of Q1 2026.
Zacks Investment Management left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q1 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Zacks Investment Management's portfolio in Q1 2026, its #476 holding.
Zacks Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 8 quarters since.
Zacks Investment Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $581K 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 Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.