Diversify 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
Q2
$1.03M Buy
+12,879
New +$999K 0.02% 619
2026
Q1
Sell
-5,411
Closed -$406K 584
2025
Q4
$406K Sell
5,411
-1,177
-18% -$86.6K 0.01% 666
2025
Q3
$490K Sell
6,588
-3,197
-33% -$223K 0.02% 570
2025
Q2
$685K Sell
9,785
-7,790
-44% -$483K 0.03% 431
2025
Q1
$1.06M Sell
17,575
-5,938
-25% -$381K 0.07% 207
2024
Q4
$1.49M Sell
23,513
-10,945
-32% -$705K 0.08% 169
2024
Q3
$2.19M Sell
34,458
-4,217
-11% -$255K 0.12% 156
2024
Q2
$2.34M Sell
38,675
-164
-0.4% -$9.37K 0.13% 142
2024
Q1
$2.22M Buy
+38,839
New +$2.13M 0.13% 149

Other funds holding LCTU

Diversify Advisory Services's LCTU Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 12,879 shares worth $1.03M. The stake represents 0.02% of the portfolio and ranks #619 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LCTU as recently as Q4 2025.

Diversify Advisory Services first reported a position in LCTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.34M in Q2 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Diversify Advisory Services held 12,879 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.03M as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Diversify Advisory Services position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #619 holding.
  • Diversify Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 9 quarters since.
  • Diversify Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.34M in Q2 2024.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.