Horst & Graben 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 Q1	$4.94M	Sell	64,578 -5,055	-7%	-$371K	0.68%	30
2025 Q4	$5.16M	Sell	69,633 -2,212	-3%	-$163K	0.78%	29
2025 Q3	$5.21M	Buy	71,845 +377	+0.5%	+$26.3K	0.8%	29
2025 Q2	$4.81M	Sell	71,468 -3,839	-5%	-$238K	0.8%	29
2025 Q1	$4.56M	Sell	75,307 -5,367	-7%	-$344K	0.82%	25
2024 Q4	$5.17M	Buy	80,674 +1,143	+1%	+$73.6K	0.92%	21
2024 Q3	$4.99M	Sell	79,531 -6,529	-8%	-$394K	0.9%	20
2024 Q2	$5.11M	Sell	86,060 -1,292	-1%	-$73.8K	0.98%	21
2024 Q1	$5.01M	Buy	87,352 +5,415	+7%	+$296K	1.02%	21
2023 Q4	$4.29M	Buy	81,937 +23,994	+41%	+$1.17M	0.94%	21
2023 Q3	$2.73M	Buy	57,943 +19,105	+49%	+$938K	0.67%	25
2023 Q2	$1.9M	Buy	38,838 +402	+1%	+$18.6K	0.45%	29
2023 Q1	$1.74M	Buy	38,436 +3,346	+10%	+$148K	0.43%	33
2022 Q4	$1.49M	Buy	35,090 +11,760	+50%	+$503K	0.39%	36
2022 Q3	$930K	Buy	23,330 +9,362	+67%	+$414K	0.26%	46
2022 Q2	$583K	Buy	+13,968	New	+$637K	0.16%	68