Physician Wealth Advisors’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
$194K Buy
2,416
+136
+6% +$10.6K 0.02% 219
2026
Q1
$160K Buy
2,280
+1,803
+378% +$132K 0.02% 217
2025
Q4
$35.3K Sell
477
-14
-3% -$1.03K ﹤0.01% 453
2025
Q3
$35.6K Hold
491
0.01% 443
2025
Q2
$33K Buy
491
+10
+2% +$621 0.01% 423
2025
Q1
$29.2K Sell
481
-6
-1% -$385 0.01% 427
2024
Q4
$31.2K Sell
487
-3,290
-87% -$212K 0.01% 416
2024
Q3
$240K Buy
+3,777
New +$228K 0.04% 161

Other funds holding LCTU

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

Physician Wealth Advisors increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6% in Q2 2026, buying an estimated $10.6K and bringing the position to 2,416 shares worth $194K. The position accounts for 0.02% of the portfolio, ranked #219.

Physician Wealth Advisors first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. The position peaked at $240K in Q3 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Physician Wealth Advisors held 2,416 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $194K as of Q2 2026.
  • Physician Wealth Advisors bought 136 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $10.6K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Physician Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $240K in Q3 2024.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.