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

Tempus Wealth 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	$723K	Sell	9,020 -384	-4%	-$29.8K	0.14%	157
2026 Q1	$660K	Sell	9,404 -41	-0.4%	-$3.01K	0.15%	155
2025 Q4	$700K	Buy	9,445 +1	+0%	+$74	0.16%	147
2025 Q3	$685K	Sell	9,444 -6	-0.1%	-$419	0.16%	147
2025 Q2	$636K	Buy	9,450 +648	+7%	+$40.2K	0.16%	142
2025 Q1	$533K	Buy	8,802 +1,069	+14%	+$68.5K	0.16%	145
2024 Q4	$495K	Buy	7,733 +1,562	+25%	+$101K	0.15%	146
2024 Q3	$387K	Sell	6,171 -87	-1%	-$5.25K	0.14%	149
2024 Q2	$372K	Buy	6,258 +1,506	+32%	+$86.1K	0.16%	132
2024 Q1	$273K	Buy	+4,752	New	+$260K	0.12%	164

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

Tempus Wealth Planning's LCTU Position: Q2 2026 in Review

Tempus Wealth Planning reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4.1% in Q2 2026, selling an estimated $29.8K and leaving 9,020 shares worth $723K. The position accounts for 0.14% of the portfolio, ranked #157.

Tempus Wealth Planning first reported a position in LCTU in Q1 2024 and has held it in 10 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Tempus Wealth Planning held 9,020 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $723K as of Q2 2026.
Tempus Wealth Planning sold 384 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $29.8K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.14% of Tempus Wealth Planning's portfolio in Q2 2026, its #157 holding.
Tempus Wealth Planning first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

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