One Wealth Capital 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
$1.35M Buy
16,886
+800
+5% +$62.1K 0.38% 43
2026
Q1
$1.23M Sell
16,086
-1,285
-7% -$94.4K 0.54% 34
2025
Q4
$1.29M Sell
17,371
-1,866
-10% -$137K 0.55% 34
2025
Q3
$1.4M Sell
19,237
-536
-3% -$37.4K 0.63% 34
2025
Q2
$1.33M Buy
19,773
+749
+4% +$46.5K 0.62% 30
2025
Q1
$1.15M Buy
19,024
+478
+3% +$30.6K 0.62% 34
2024
Q4
$1.19M Buy
+18,546
New +$1.19M 0.6% 31

Other funds holding LCTU

One Wealth Capital Management's LCTU Position: Q2 2026 in Review

One Wealth Capital Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 5% in Q2 2026, buying an estimated $62.1K and bringing the position to 16,886 shares worth $1.35M. The position accounts for 0.38% of the portfolio, ranked #43.

One Wealth Capital Management first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.4M in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • One Wealth Capital Management held 16,886 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.35M as of Q2 2026.
  • One Wealth Capital Management bought 800 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $62.1K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.38% of One Wealth Capital Management's portfolio in Q2 2026, its #43 holding.
  • One Wealth Capital Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
  • One Wealth Capital Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.4M in Q3 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on One Wealth Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.