Evolution 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
$185K Buy
2,308
+588
+34% +$45.6K 0.11% 128
2026
Q1
$121K Buy
1,720
+34
+2% +$2.5K 0.09% 156
2025
Q4
$125K Buy
1,686
+817
+94% +$60.1K 0.1% 147
2025
Q3
$63.1K Buy
869
+35
+4% +$2.44K 0.06% 181
2025
Q2
$56.1K Buy
+834
New +$51.8K 0.07% 170

Other funds holding LCTU

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

Evolution Wealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 34% in Q2 2026, buying an estimated $45.6K and bringing the position to 2,308 shares worth $185K. The position accounts for 0.11% of the portfolio, ranked #128.

Evolution Wealth Management first reported a position in LCTU in Q2 2025 and has held it in 5 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Evolution Wealth Management held 2,308 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $185K as of Q2 2026.
  • Evolution Wealth Management bought 588 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $45.6K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.11% of Evolution Wealth Management's portfolio in Q2 2026, its #128 holding.
  • Evolution Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 5 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 Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.