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 Q2	–	Sell	-7,843	Closed	-$550K	–	783
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 $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

Zacks Investment Management's LCTU Position: Q2 2026 in Review

Zacks Investment Management sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 7,843 shares — an estimated $550K sold.

Zacks Investment Management first reported a position in LCTU in Q1 2024 and held it in 8 quarters. The position peaked at $581K in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Zacks Investment Management reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Zacks Investment Management sold 7,843 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $550K.
Zacks Investment Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and held it in 8 quarters.
Zacks Investment Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $581K 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 Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.