MKT Advisors’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

MKT Advisors’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	$271K	Sell	3,272 -179	-5%	-$14.6K	0.09%	125
2026 Q2	$278K	Buy	3,451 +60	+2%	+$4.66K	0.09%	130
2026 Q1	$241K	Hold	3,391	–	–	0.08%	141
2025 Q4	$253K	Hold	3,391	–	–	0.09%	137
2025 Q3	$247K	Buy	3,391 +1	+0%	+$70	0.09%	141
2025 Q2	$228K	Buy	+3,390	New	+$210K	0.09%	148

Other funds holding LCTU

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

MKT Advisors's LCTU Position: Q3 2026 in Review

MKT Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5.2% in Q3 2026, selling an estimated $14.6K and leaving 3,272 shares worth $271K. The position accounts for 0.09% of the portfolio, ranked #125.

MKT Advisors first reported a position in LCTU in Q2 2025 and has held it in 6 quarters since. The position peaked at $278K in Q2 2026. 65 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

MKT Advisors held 3,272 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $271K as of Q3 2026.
MKT Advisors sold 179 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $14.6K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.09% of MKT Advisors's portfolio in Q3 2026, its #125 holding.
MKT Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2025 and has held it in 6 quarters since.
MKT Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $278K in Q2 2026.
65 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.