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LCTU icon

Insight Wealth Strategies’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

Insight Wealth Strategies’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
Q3 		$423K Sell
5,185
-14
-0.3% -$1.14K 0.04% 134
2026
Q2 		$417K Buy
5,199
+71
+1% +$5.51K 0.04% 133
2026
Q1 		$360K Buy
5,128
+43
+0.8% +$3.16K 0.04% 139
2025
Q4 		$377K Sell
5,085
-27
-0.5% -$1.99K 0.04% 133
2025
Q3 		$371K Sell
5,112
-141
-3% -$9.84K 0.04% 139
2025
Q2 		$353K Buy
5,253
+110
+2% +$6.83K 0.04% 134
2025
Q1 		$312K Sell
5,143
-64
-1% -$4.1K 0.04% 132
2024
Q4 		$334K Buy
5,207
+17
+0.3% +$1.09K 0.04% 132
2024
Q3 		$326K Buy
5,190
+12
+0.2% +$725 0.04% 140
2024
Q2 		$308K Buy
5,178
+138
+3% +$7.89K 0.04% 144
2024
Q1 		$289K Sell
5,040
-18
-0.4% -$985 0.04% 147
2023
Q4 		$265K Buy
5,058
+776
+18% +$37.9K 0.04% 144
2023
Q3 		$202K Buy
+4,282
New +$210K 0.04% 139

Other funds holding LCTU

SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $239M AUM 22.54% 1-Year Est. Return

Insight Wealth Strategies's LCTU Position: Q3 2026 in Review

Insight Wealth Strategies reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.27% in Q3 2026, selling an estimated $1.14K and leaving 5,185 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #134.

Insight Wealth Strategies first reported a position in LCTU in Q3 2023 and has held it in 13 quarters since. 6 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

  • Insight Wealth Strategies held 5,185 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $423K as of Q3 2026.
  • Insight Wealth Strategies sold 14 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $1.14K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q3 2026, its #134 holding.
  • Insight Wealth Strategies first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 13 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.