Capital Analysts LLC’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
$814K Buy
10,154
+1,447
+17% +$112K 0.02% 404
2026
Q1
$611K Sell
8,707
-839
-9% -$61.6K 0.02% 411
2025
Q4
$708K Buy
9,546
+212
+2% +$15.6K 0.02% 368
2025
Q3
$678K Buy
9,334
+848
+10% +$59.2K 0.02% 372
2025
Q2
$571K Buy
8,486
+364
+4% +$22.6K 0.02% 370
2025
Q1
$492K Buy
8,122
+499
+7% +$32K 0.02% 370
2024
Q4
$488K Buy
7,623
+1,284
+20% +$82.7K 0.02% 335
2024
Q3
$398K Sell
6,339
-554
-8% -$33.5K 0.02% 360
2024
Q2
$409K Buy
6,893
+592
+9% +$33.8K 0.02% 355
2024
Q1
$362K Buy
6,301
+1,202
+24% +$65.8K 0.02% 359
2023
Q4
$267K Buy
5,099
+948
+23% +$46.3K 0.01% 384
2023
Q3
$195K Buy
4,151
+1,217
+41% +$59.7K 0.01% 394
2023
Q2
$143K Sell
2,934
-21
-0.7% -$970 0.01% 413
2023
Q1
$134K Buy
2,955
+500
+20% +$22.1K 0.01% 425
2022
Q4
$104K Buy
2,455
+869
+55% +$37.2K 0.01% 493
2022
Q3
$63K Buy
1,586
+1,110
+233% +$49.1K ﹤0.01% 526
2022
Q2
$20K Buy
+476
New +$21.7K ﹤0.01% 709

Other funds holding LCTU

Capital Analysts LLC's LCTU Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 17% in Q2 2026, buying an estimated $112K and bringing the position to 10,154 shares worth $814K. The position accounts for 0.02% of the portfolio, ranked #404.

Capital Analysts LLC first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Capital Analysts LLC held 10,154 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $814K as of Q2 2026.
  • Capital Analysts LLC bought 1,447 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $112K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Capital Analysts LLC's portfolio in Q2 2026, its #404 holding.
  • Capital Analysts LLC first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 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 Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.