Kestra Private Wealth Services’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
Q1
$1.28M Sell
18,243
-1,893
-9% -$139K 0.02% 723
2025
Q4
$1.49M Buy
20,136
+1,721
+9% +$127K 0.02% 647
2025
Q3
$1.34M Buy
18,415
+8,992
+95% +$628K 0.02% 661
2025
Q2
$634K Buy
9,423
+23
+0.2% +$1.43K 0.01% 933
2025
Q1
$570K Buy
9,400
+25
+0.3% +$1.6K 0.01% 895
2024
Q4
$600K Buy
9,375
+600
+7% +$38.6K 0.01% 848
2024
Q3
$551K Buy
8,775
+1,881
+27% +$114K 0.01% 837
2024
Q2
$410K Buy
6,894
+19
+0.3% +$1.09K 0.01% 915
2024
Q1
$395K Buy
6,875
+21
+0.3% +$1.15K 0.01% 900
2023
Q4
$359K Buy
6,854
+1,318
+24% +$64.4K 0.01% 870
2023
Q3
$261K Buy
+5,536
New +$272K 0.01% 928

Other funds holding LCTU