Meridian Wealth 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
$294K Sell
3,668
-10
-0.3% -$776 0.01% 679
2026
Q1
$258K Hold
3,678
0.01% 676
2025
Q4
$273K Hold
3,678
0.01% 637
2025
Q3
$267K Buy
3,678
+2
+0.1% +$140 0.01% 610
2025
Q2
$247K Buy
3,676
+21
+0.6% +$1.3K 0.01% 598
2025
Q1
$222K Sell
3,655
-270
-7% -$17.3K 0.01% 581
2024
Q4
$251K Hold
3,925
0.01% 550
2024
Q3
$246K Sell
3,925
-270
-6% -$16.3K 0.01% 567
2024
Q2
$249K Buy
+4,195
New +$240K 0.03% 252

Other funds holding LCTU

Meridian Wealth Management's LCTU Position: Q2 2026 in Review

Meridian Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.27% in Q2 2026, selling an estimated $776 and leaving 3,668 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #679.

Meridian Wealth Management first reported a position in LCTU in Q2 2024 and has held it in 9 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Meridian Wealth Management held 3,668 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $294K as of Q2 2026.
  • Meridian Wealth Management sold 10 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $776.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #679 holding.
  • Meridian Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 9 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 Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.