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

Perigon Wealth Management's LCTU Position: Q2 2026 in Review

Perigon Wealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.1% in Q2 2026, buying an estimated $253K and bringing the position to 56,764 shares worth $4.55M. The position accounts for 0.07% of the portfolio, ranked #248.

Perigon Wealth Management first reported a position in LCTU in Q2 2023 and has held it in 13 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

• Perigon Wealth Management held 56,764 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.55M as of Q2 2026.
• Perigon Wealth Management bought 3,263 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $253K.
• iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.07% of Perigon Wealth Management's portfolio in Q2 2026, its #248 holding.
• Perigon Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2023 and has held it in 13 quarters since.
• 211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.