CA
LCTU icon

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

CoreCap 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 		$971K Sell
11,891
-556
-4% -$45.4K 0.03% 390
2026
Q2 		$998K Sell
12,447
-111
-0.9% -$8.61K 0.03% 389
2026
Q1 		$886K Buy
12,558
+232
+2% +$17K 0.03% 387
2025
Q4 		$913K Buy
12,326
+1,134
+10% +$83.4K 0.03% 391
2025
Q3 		$812K Sell
11,192
-63
-0.6% -$4.4K 0.03% 416
2025
Q2 		$757K Buy
11,255
+197
+2% +$12.2K 0.03% 408
2025
Q1 		$670K Buy
11,058
+731
+7% +$46.9K 0.03% 421
2024
Q4 		$661K Buy
10,327
+154
+2% +$9.92K 0.03% 412
2024
Q3 		$638K Buy
10,173
+1,476
+17% +$89.1K 0.03% 416
2024
Q2 		$517K Buy
8,697
+132
+2% +$7.54K 0.05% 218
2024
Q1 		$492K Buy
8,565
+775
+10% +$42.4K 0.03% 403
2023
Q4 		$408K Sell
7,790
-371
-5% -$18.1K 0.03% 382
2023
Q3 		$384K Buy
8,161
+584
+8% +$28.7K 0.03% 367
2023
Q2 		$370K Buy
+7,577
New +$350K 0.03% 414
2022
Q4 		$213K Buy
+5,027
New +$215K 0.02% 520
2022
Q3 		– Sell
-2,579
Closed -$108K – 1380
2022
Q2 		$108K Buy
+2,579
New +$118K 0.01% 662

Other funds holding LCTU

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
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

CoreCap Advisors's LCTU Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.5% in Q3 2026, selling an estimated $45.4K and leaving 11,891 shares worth $971K. The position accounts for 0.03% of the portfolio, ranked #390.

CoreCap Advisors first reported a position in LCTU in Q2 2022 and has held it in 16 quarters since. The position peaked at $998K in Q2 2026. 6 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

  • CoreCap Advisors held 11,891 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $971K as of Q3 2026.
  • CoreCap Advisors sold 556 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $45.4K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of CoreCap Advisors's portfolio in Q3 2026, its #390 holding.
  • CoreCap Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 16 quarters since.
  • CoreCap Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $998K in Q2 2026.
  • 6 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.