Hoxton Planning & 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
$1.01M Buy
12,560
+1,471
+13% +$114K 0.26% 69
2026
Q1
$778K Buy
11,089
+1,038
+10% +$76.3K 0.23% 72
2025
Q4
$745K Buy
10,051
+1,328
+15% +$97.7K 0.22% 78
2025
Q3
$633K Buy
8,723
+383
+5% +$26.7K 0.2% 89
2025
Q2
$561K Sell
8,340
-1,579
-16% -$98K 0.19% 94
2025
Q1
$601K Buy
9,919
+4,408
+80% +$283K 0.23% 84
2024
Q4
$353K Sell
5,511
-420
-7% -$27K 0.13% 137
2024
Q3
$372K Sell
5,931
-205
-3% -$12.4K 0.14% 132
2024
Q2
$365K Sell
6,136
-303
-5% -$17.3K 0.17% 102
2024
Q1
$370K Sell
6,439
-284
-4% -$15.5K 0.18% 105
2023
Q4
$352K Buy
6,723
+1,372
+26% +$67.1K 0.19% 97
2023
Q3
$252K Buy
+5,351
New +$263K 0.16% 114
2023
Q2
Sell
-12,159
Closed -$550K 159
2023
Q1
$550K Buy
12,159
+782
+7% +$34.6K 0.3% 66
2022
Q4
$483K Buy
+11,377
New +$487K 0.26% 80

Other funds holding LCTU

Hoxton Planning & Management's LCTU Position: Q2 2026 in Review

Hoxton Planning & Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 12,560 shares worth $1.01M. The position accounts for 0.26% of the portfolio, ranked #69.

Hoxton Planning & Management first reported a position in LCTU in Q4 2022 and has held it in 14 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Hoxton Planning & Management held 12,560 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.01M as of Q2 2026.
  • Hoxton Planning & Management bought 1,471 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $114K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.26% of Hoxton Planning & Management's portfolio in Q2 2026, its #69 holding.
  • Hoxton Planning & Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 14 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 Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.