JFS Wealth Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History
Bought
Maintained
Sold
Other funds holding LCTU
VMPIC
PAS
SW
JFS Wealth Advisors's LCTU Position: Q2 2026 in Review
JFS Wealth Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.9% in Q2 2026, selling an estimated $27.2K and leaving 3,200 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #309.
JFS Wealth Advisors first reported a position in LCTU in Q4 2023 and has held it in 11 quarters since. The position peaked at $292K in Q4 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.
- JFS Wealth Advisors held 3,200 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $257K as of Q2 2026.
- JFS Wealth Advisors sold 351 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $27.2K.
- iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #309 holding.
- JFS Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and has held it in 11 quarters since.
- JFS Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $292K in Q4 2025.
- 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.