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

EverSource Wealth Advisors's LCTU Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 12% in Q2 2026, buying an estimated $124K and bringing the position to 15,036 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #315.

EverSource Wealth Advisors first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

• EverSource Wealth Advisors held 15,036 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.21M as of Q2 2026.
• EverSource Wealth Advisors bought 1,601 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $124K.
• iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #315 holding.
• EverSource Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.