Cornerstone Planning Group’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
$878K Buy
10,920
+411
+4% +$31.9K 0.11% 80
2026
Q1
$811K Buy
10,509
+10,359
+6,906% +$761K 0.11% 78
2025
Q4
$11.3K Buy
+150
New +$11K ﹤0.01% 768
2025
Q2
Sell
-715
Closed -$41.6K 1628
2025
Q1
$41.6K Buy
+715
New +$45.8K 0.01% 267
2023
Q4
Sell
-44
Closed -$2.07K 994
2023
Q3
$2.07K Sell
44
-45
-51% -$2.21K ﹤0.01% 651
2023
Q2
$4.35K Buy
+89
New +$4.11K ﹤0.01% 935
2022
Q4
$76.3K Buy
+1,768
New +$75.6K 0.03% 201

Other funds holding LCTU

Cornerstone Planning Group's LCTU Position: Q2 2026 in Review

Cornerstone Planning Group increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.9% in Q2 2026, buying an estimated $31.9K and bringing the position to 10,920 shares worth $878K. The position accounts for 0.11% of the portfolio, ranked #80.

Cornerstone Planning Group first reported a position in LCTU in Q4 2022 and has held it in 7 quarters since. 142 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Cornerstone Planning Group held 10,920 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $878K as of Q2 2026.
  • Cornerstone Planning Group bought 411 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $31.9K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.11% of Cornerstone Planning Group's portfolio in Q2 2026, its #80 holding.
  • Cornerstone Planning Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 7 quarters since.
  • 142 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.