Plan Group Financial’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History
Bought
Maintained
Sold
Other funds holding LCTU
VMPIC
PAS
SW
Plan Group Financial's LCTU Position: Q2 2026 in Review
Plan Group Financial reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 9.8% in Q2 2026, selling an estimated $22.4K and leaving 2,661 shares worth $213K. The position accounts for 0.04% of the portfolio, ranked #233.
Plan Group Financial first reported a position in LCTU in Q1 2026 and has held it in 2 quarters since. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.
- Plan Group Financial held 2,661 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $213K as of Q2 2026.
- Plan Group Financial sold 289 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $22.4K.
- iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.04% of Plan Group Financial's portfolio in Q2 2026, its #233 holding.
- Plan Group Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2026 and has held it in 2 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 Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.