Axxcess Wealth Management’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
$615K Buy
+7,671
New +$595K 0.01% 656
2026
Q1
Sell
-8,193
Closed -$607K 730
2025
Q4
$607K Buy
8,193
+643
+9% +$47.3K 0.01% 639
2025
Q3
$548K Buy
7,550
+675
+10% +$47.1K 0.01% 597
2025
Q2
$462K Buy
6,875
+2,510
+58% +$156K 0.01% 609
2025
Q1
$265K Sell
4,365
-81
-2% -$5.19K 0.01% 721
2024
Q4
$285K Buy
4,446
+389
+10% +$25.1K 0.01% 685
2024
Q3
$255K Buy
+4,057
New +$245K 0.01% 747
2024
Q1
Sell
-3,842
Closed -$201K 902
2023
Q4
$201K Buy
+3,842
New +$188K 0.01% 785

Other funds holding LCTU

Axxcess Wealth Management's LCTU Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 7,671 shares worth $615K. The stake represents 0.01% of the portfolio and ranks #656 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LCTU as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LCTU in Q4 2023 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Axxcess Wealth Management held 7,671 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $615K as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Axxcess Wealth Management position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #656 holding.
  • Axxcess Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 8 quarters since.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.