GeoWealth 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
$6.47M Buy
80,709
+12,002
+17% +$931K 0.2% 63
2026
Q1
$4.82M Sell
68,707
-5,183
-7% -$381K 0.17% 73
2025
Q4
$5.47M Buy
73,890
+10,997
+17% +$809K 0.2% 65
2025
Q3
$4.56M Buy
62,893
+3,490
+6% +$244K 0.17% 80
2025
Q2
$4M Buy
59,403
+22,648
+62% +$1.41M 0.16% 79
2025
Q1
$2.23M Buy
36,755
+19,172
+109% +$1.23M 0.09% 128
2024
Q4
$1.13M Buy
17,583
+16,526
+1,563% +$1.06M 0.04% 275
2024
Q3
$66.3K Buy
+1,057
New +$63.8K ﹤0.01% 996

Other funds holding LCTU

GeoWealth Management's LCTU Position: Q2 2026 in Review

GeoWealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 17% in Q2 2026, buying an estimated $931K and bringing the position to 80,709 shares worth $6.47M. The position accounts for 0.2% of the portfolio, ranked #63.

GeoWealth Management first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • GeoWealth Management held 80,709 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $6.47M as of Q2 2026.
  • GeoWealth Management bought 12,002 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $931K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.2% of GeoWealth Management's portfolio in Q2 2026, its #63 holding.
  • GeoWealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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