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

Sax Wealth Advisors’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 		$211K Buy
+3,004
New +$233K 0.01% 514

Other funds holding LCTU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
SA
Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

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

Sax Wealth Advisors opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 3,004 shares worth $211K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings.

42 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Sax Wealth Advisors held 3,004 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $211K as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Sax Wealth Advisors position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #514 holding.
  • 42 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.