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

Buck Wealth Strategies’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	$50.6K	Buy	+632	New	+$49K	0.01%	344
2024 Q2	–	Sell	-9,090	Closed	-$522K	–	95
2024 Q1	$522K	Buy	+9,090	New	+$497K	0.18%	56
2023 Q4	–	Sell	-79	Closed	-$3.72K	–	229
2023 Q3	$3.72K	Buy	79 +24	+44%	+$1.18K	﹤0.01%	260
2023 Q2	$2.69K	Hold	55	–	–	﹤0.01%	225
2023 Q1	$2.49K	Buy	+55	New	+$2.44K	﹤0.01%	175

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 22.9% 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 19.28% 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

Buck Wealth Strategies's LCTU Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 632 shares worth $50.6K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in LCTU as recently as Q1 2024.

Buck Wealth Strategies first reported a position in LCTU in Q1 2023 and has held it in 5 quarters since. The position peaked at $522K in Q1 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Buck Wealth Strategies held 632 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $50.6K as of Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #344 holding.
Buck Wealth Strategies first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2023 and has held it in 5 quarters since.
Buck Wealth Strategies's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $522K in Q1 2024.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.