Perigon Wealth Management’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History
Bought
Maintained
Sold
Other funds holding LCTU
Perigon Wealth Management's LCTU Position: Q3 2026 in Review
Perigon Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.1% in Q3 2026, selling an estimated $421K and leaving 51,614 shares worth $4.22M. The position accounts for 0.06% of the portfolio, ranked #250.
Perigon Wealth Management first reported a position in LCTU in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.55M in Q2 2026. 65 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.
- Perigon Wealth Management held 51,614 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $4.22M as of Q3 2026.
- Perigon Wealth Management sold 5,150 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $421K.
- iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.06% of Perigon Wealth Management's portfolio in Q3 2026, its #250 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 14 quarters since.
- Perigon Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $4.55M in Q2 2026.
- 65 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.
Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.