Avise Financial Cooperative’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.94M Sell
99,006
-13,890
-12% -$1.08M 5.63% 2
2026
Q1
$7.92M Buy
112,896
+11,510
+11% +$846K 6.55% 1
2025
Q4
$7.51M Buy
+101,386
New +$7.46M 6.77% 2

Other funds holding LCTU

Avise Financial Cooperative's LCTU Position: Q2 2026 in Review

Avise Financial Cooperative reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 12% in Q2 2026, selling an estimated $1.08M and leaving 99,006 shares worth $7.94M. The position accounts for 5.63% of the portfolio, ranked #2.

Avise Financial Cooperative first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Avise Financial Cooperative held 99,006 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $7.94M as of Q2 2026.
  • Avise Financial Cooperative sold 13,890 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $1.08M.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 5.63% of Avise Financial Cooperative's portfolio in Q2 2026, its #2 holding.
  • Avise Financial Cooperative first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.