BWA
LCTU icon

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

Bestgate Wealth Advisors’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 		$744K Buy
+9,115
New +$745K 0.47% 28

Other funds holding LCTU

AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Bestgate Wealth Advisors's LCTU Position: Q3 2026 in Review

Bestgate Wealth Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q3 2026: 9,115 shares worth $744K. The stake represents 0.47% of the portfolio and ranks #28 among its holdings.

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

  • Bestgate Wealth Advisors held 9,115 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $744K as of Q3 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Bestgate Wealth Advisors position in Q3 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.47% of Bestgate Wealth Advisors's portfolio in Q3 2026, its #28 holding.
  • 16 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.