Diversify Wealth Management’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 Sell
12,879
-2,013
-14% -$156K 0.02% 619
2026
Q1
$1.13M Buy
14,892
+804
+6% +$59.1K 0.02% 564
2025
Q4
$1.06M Buy
+14,088
New +$1.04M 0.05% 311

Other funds holding LCTU

Diversify Wealth Management's LCTU Position: Q2 2026 in Review

Diversify Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 14% in Q2 2026, selling an estimated $156K and leaving 12,879 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #619.

Diversify Wealth Management first reported a position in LCTU in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.13M in Q1 2026. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Diversify Wealth Management held 12,879 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.03M as of Q2 2026.
  • Diversify Wealth Management sold 2,013 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $156K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #619 holding.
  • Diversify Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2025 and has held it in 3 quarters since.
  • Diversify Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.13M in Q1 2026.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.