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

Balance Wealth’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 Q3	$142K	Buy	+1,740	New	+$142K	0.03%	201

Other funds holding LCTU

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Avise Financial Cooperative Los Angeles, California $143M AUM 12.83% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Balance Wealth's LCTU Position: Q3 2026 in Review

Balance Wealth opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2026: 1,740 shares worth $142K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

132 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Balance Wealth held 1,740 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $142K as of Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Balance Wealth position in Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Balance Wealth's portfolio in Q3 2026, its #201 holding.
132 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.