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

Talisman 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	–	Sell	-6,190	Closed	-$434K	–	128
2026 Q1	$434K	Sell	6,190 -759	-11%	-$55.8K	0.35%	59
2025 Q4	$518K	Buy	6,949 +86	+1%	+$6.33K	0.4%	57
2025 Q3	$498K	Buy	6,863 +54	+0.8%	+$3.77K	0.41%	61
2025 Q2	$458K	Buy	6,809 +108	+2%	+$6.7K	0.42%	58
2025 Q1	$406K	Buy	6,701 +956	+17%	+$61.3K	0.42%	60
2024 Q4	$368K	Buy	5,745 +597	+12%	+$38.4K	0.39%	63
2024 Q3	$323K	Buy	5,148 +772	+18%	+$46.6K	0.34%	72
2024 Q2	$260K	Buy	4,376 +274	+7%	+$15.7K	0.3%	78
2024 Q1	$236K	Buy	4,102 +12	+0.3%	+$657	0.3%	80
2023 Q4	$214K	Buy	+4,090	New	+$200K	0.32%	82

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

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

Talisman Wealth Advisors sold out of iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026, closing a stake of 6,190 shares — an estimated $434K sold.

Talisman Wealth Advisors first reported a position in LCTU in Q4 2023 and held it in 10 quarters. The position peaked at $518K in Q4 2025. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Talisman Wealth Advisors reported no remaining iShares U.S. Carbon Transition Readiness Aware Active ETF position as of Q2 2026 after selling out during the quarter.
Talisman Wealth Advisors sold 6,190 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $434K.
Talisman Wealth Advisors first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2023 and held it in 10 quarters.
Talisman Wealth Advisors's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $518K in Q4 2025.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Talisman Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.