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

Olistico Wealth’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	$37.2K	Hold	455	–	–	0.02%	182
2026 Q2	$36.5K	Buy	455 +300	+194%	+$23.3K	0.02%	180
2026 Q1	$10.9K	Hold	155	–	–	0.01%	247
2025 Q4	$11.5K	Buy	+155	New	+$11.4K	0.01%	247
2025 Q3	–	Sell	-155	Closed	-$10.4K	–	233
2025 Q2	$10.4K	Hold	155	–	–	0.01%	257
2025 Q1	$9.39K	Buy	+155	New	+$9.94K	0.01%	255
2024 Q3	–	Sell	-53	Closed	-$3.15K	–	315
2024 Q2	$3.15K	Buy	+53	New	+$3.03K	﹤0.01%	276

Other funds holding LCTU

SWM

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

FFA

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Olistico Wealth's LCTU Position: Q3 2026 in Review

Olistico Wealth held its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) position steady in Q3 2026 at 455 shares worth $37.2K. The position accounts for 0.02% of the portfolio, ranked #182.

Olistico Wealth first reported a position in LCTU in Q2 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Olistico Wealth held 455 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $37.2K as of Q3 2026.
Olistico Wealth left its iShares U.S. Carbon Transition Readiness Aware Active ETF share count unchanged in Q3 2026.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #182 holding.
Olistico Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 7 quarters since.
6 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.