Sovran 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
$450K Sell
5,634
-12
-0.2% -$931 0.03% 403
2026
Q1
$434K Sell
5,646
-466
-8% -$34.2K 0.03% 387
2025
Q4
$459K Sell
6,112
-177
-3% -$13K 0.04% 362
2025
Q3
$466K Buy
6,289
+235
+4% +$16.4K 0.04% 353
2025
Q2
$409K Sell
6,054
-142
-2% -$8.81K 0.04% 343
2025
Q1
$354K Buy
6,196
+2,197
+55% +$141K 0.05% 341
2024
Q4
$254K Buy
+3,999
New +$258K 0.04% 366

Other funds holding LCTU

Sovran Advisors's LCTU Position: Q2 2026 in Review

Sovran Advisors reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.21% in Q2 2026, selling an estimated $931 and leaving 5,634 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #403.

Sovran Advisors first reported a position in LCTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $466K in Q3 2025. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Sovran Advisors held 5,634 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $450K as of Q2 2026.
  • Sovran Advisors sold 12 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $931.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Sovran Advisors's portfolio in Q2 2026, its #403 holding.
  • Sovran Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2024 and has held it in 7 quarters since.
  • Sovran Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $466K in Q3 2025.
  • 208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.