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 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

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

Insight Wealth Strategies's LCTU Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 1.4% in Q2 2026, buying an estimated $5.51K and bringing the position to 5,199 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #133.

Insight Wealth Strategies first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Insight Wealth Strategies held 5,199 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $417K as of Q2 2026.
Insight Wealth Strategies bought 71 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $5.51K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Insight Wealth Strategies's portfolio in Q2 2026, its #133 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 12 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 Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.