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

One Wealth 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 Q2	$10.5M	Sell	131,079 -1,127	-0.9%	-$87.5K	1.16%	23
2026 Q1	$9.27M	Sell	132,206 -9,748	-7%	-$716K	1.15%	27
2025 Q4	$10.5M	Sell	141,954 -8,092	-5%	-$595K	1.29%	22
2025 Q3	$10.9M	Sell	150,046 -540	-0.4%	-$37.7K	1.37%	20
2025 Q2	$10.1M	Sell	150,586 -371	-0.2%	-$23K	1.41%	21
2025 Q1	$9.15M	Sell	150,957 -10,294	-6%	-$660K	1.37%	19
2024 Q4	$10.3M	Sell	161,251 -8,176	-5%	-$527K	1.53%	19
2024 Q3	$10.6M	Sell	169,427 -16,573	-9%	-$1M	1.63%	18
2024 Q2	$10.8M	Sell	186,000 -13,159	-7%	-$752K	2.32%	11
2024 Q1	$11.4M	Sell	199,159 -1,291	-0.6%	-$70.6K	1.99%	15
2023 Q4	$10.5M	Buy	200,450 +39,056	+24%	+$1.91M	2.02%	13
2023 Q3	$7.6M	Buy	161,394 +43,773	+37%	+$2.15M	1.69%	16
2023 Q2	$5.74M	Sell	117,621 -72	-0.1%	-$3.33K	1.21%	22
2023 Q1	$5.32M	Buy	117,693 +6,892	+6%	+$305K	1.23%	23
2022 Q4	$4.7M	Buy	110,801 +33,355	+43%	+$1.43M	1.07%	21
2022 Q3	$3.09M	Buy	77,446 +32,098	+71%	+$1.42M	1.01%	19
2022 Q2	$1.89M	Buy	+45,348	New	+$2.07M	0.51%	43

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

One Wealth Advisors's LCTU Position: Q2 2026 in Review

One Wealth Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.85% in Q2 2026, selling an estimated $87.5K and leaving 131,079 shares worth $10.5M. The position accounts for 1.16% of the portfolio, ranked #23.

One Wealth Advisors first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.4M in Q1 2024. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

One Wealth Advisors held 131,079 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $10.5M as of Q2 2026.
One Wealth Advisors sold 1,127 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $87.5K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 1.16% of One Wealth Advisors's portfolio in Q2 2026, its #23 holding.
One Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
One Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $11.4M in Q1 2024.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.