Horst & Graben Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Horst & Graben Wealth Management’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.71M	Sell	58,722 -5,856	-9%	-$454K	0.62%	30
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

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Horst & Graben Wealth Management's LCTU Position: Q2 2026 in Review

Horst & Graben Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.1% in Q2 2026, selling an estimated $454K and leaving 58,722 shares worth $4.71M. The position accounts for 0.62% of the portfolio, ranked #30.

Horst & Graben Wealth Management first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $5.21M in Q3 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Horst & Graben Wealth Management held 58,722 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.71M as of Q2 2026.
Horst & Graben Wealth Management sold 5,856 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $454K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.62% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #30 holding.
Horst & Graben Wealth Management 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.
Horst & Graben Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $5.21M in Q3 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.