Oregon Pacific Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History
Bought
Maintained
Sold
Other funds holding LCTU
VMPIC
PAS
SW
Oregon Pacific Wealth Management's LCTU Position: Q2 2026 in Review
Oregon Pacific Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 7.5% in Q2 2026, selling an estimated $54.1K and leaving 8,609 shares worth $690K. The position accounts for 0.65% of the portfolio, ranked #40.
Oregon Pacific Wealth Management first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $955K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.
- Oregon Pacific Wealth Management held 8,609 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $690K as of Q2 2026.
- Oregon Pacific Wealth Management sold 697 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $54.1K.
- iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.65% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #40 holding.
- Oregon Pacific Wealth 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.
- Oregon Pacific Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $955K 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 Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.