Capital Asset Advisory Services’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
Q1
$612K Sell
8,031
-173
-2% -$12.7K 0.02% 171
2025
Q4
$617K Buy
8,204
+654
+9% +$48.1K 0.02% 159
2025
Q3
$548K Buy
7,550
+675
+10% +$47.1K 0.02% 162
2025
Q2
$462K Buy
6,875
+2,510
+58% +$156K 0.02% 175
2025
Q1
$268K Sell
4,365
-81
-2% -$5.19K 0.01% 237
2024
Q4
$288K Sell
4,446
-139
-3% -$8.95K 0.01% 254
2024
Q3
$288K Buy
+4,585
New +$277K 0.01% 255
2024
Q1
Sell
-3,842
Closed -$201K 324
2023
Q4
$201K Buy
+3,842
New +$188K 0.01% 300

Other funds holding LCTU

Capital Asset Advisory Services's LCTU Position: Q1 2026 in Review

Capital Asset Advisory Services reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.1% in Q1 2026, selling an estimated $12.7K and leaving 8,031 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #171.

Capital Asset Advisory Services first reported a position in LCTU in Q4 2023 and has held it in 8 quarters since. The position peaked at $617K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

  • Capital Asset Advisory Services held 8,031 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $612K as of Q1 2026.
  • Capital Asset Advisory Services sold 173 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $12.7K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Capital Asset Advisory Services's portfolio in Q1 2026, its #171 holding.
  • Capital Asset Advisory Services 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.
  • Capital Asset Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $617K in Q4 2025.
  • 195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on Capital Asset Advisory Services's 13F filing for Q1 2026, filed 24 Apr 2026.