Concurrent Investment Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History
Bought
Maintained
Sold
Other funds holding LCTU
VMPIC
PAS
SW
Concurrent Investment Advisors's LCTU Position: Q2 2026 in Review
Concurrent Investment Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 11% in Q2 2026, buying an estimated $235K and bringing the position to 29,806 shares worth $2.39M. The position accounts for 0.02% of the portfolio, ranked #666.
Concurrent Investment Advisors first reported a position in LCTU in Q4 2023 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.
- Concurrent Investment Advisors held 29,806 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.39M as of Q2 2026.
- Concurrent Investment Advisors bought 3,027 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $235K.
- iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #666 holding.
- Concurrent Investment Advisors 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.
- 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.
Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.