RCS Financial Planning’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

RCS Financial Planning’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.27M	Sell	15,806 -527	-3%	-$40.9K	0.6%	27
2026 Q1	$1.15M	Sell	16,333 -1,578	-9%	-$116K	0.59%	29
2025 Q4	$1.33M	Buy	17,911 +4,785	+36%	+$352K	0.57%	36
2025 Q3	$953K	Buy	13,126 +8,044	+158%	+$562K	0.42%	42
2025 Q2	$342K	Buy	5,082 +5	+0.1%	+$310	0.17%	69
2025 Q1	$308K	Buy	5,077 +81	+2%	+$5.19K	0.16%	65
2024 Q4	$320K	Sell	4,996 -78	-2%	-$5.02K	0.17%	65
2024 Q3	$318K	Sell	5,074 -476	-9%	-$28.7K	0.18%	61
2024 Q2	$330K	Buy	5,550 +102	+2%	+$5.83K	0.19%	62
2024 Q1	$313K	Buy	5,448 +189	+4%	+$10.3K	0.19%	60
2023 Q4	$275K	Buy	5,259 +771	+17%	+$37.7K	0.18%	58
2023 Q3	$212K	Buy	+4,488	New	+$220K	0.16%	60

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

RCS Financial Planning's LCTU Position: Q2 2026 in Review

RCS Financial Planning reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 3.2% in Q2 2026, selling an estimated $40.9K and leaving 15,806 shares worth $1.27M. The position accounts for 0.6% of the portfolio, ranked #27.

RCS Financial Planning first reported a position in LCTU in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.33M in Q4 2025. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

RCS Financial Planning held 15,806 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.27M as of Q2 2026.
RCS Financial Planning sold 527 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $40.9K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.6% of RCS Financial Planning's portfolio in Q2 2026, its #27 holding.
RCS Financial Planning first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 12 quarters since.
RCS Financial Planning's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $1.33M in Q4 2025.
209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.