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

Traveka Wealth’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	$734K	Buy	9,152 +1,166	+15%	+$90.5K	0.24%	76
2026 Q1	$560K	Buy	7,986 +164	+2%	+$12K	0.21%	80
2025 Q4	$580K	Buy	7,822 +4,481	+134%	+$330K	0.24%	78
2025 Q3	$242K	Buy	+3,341	New	+$233K	0.11%	144

Other funds holding LCTU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

HGWM

Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Traveka Wealth's LCTU Position: Q2 2026 in Review

Traveka Wealth increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 15% in Q2 2026, buying an estimated $90.5K and bringing the position to 9,152 shares worth $734K. The position accounts for 0.24% of the portfolio, ranked #76.

Traveka Wealth first reported a position in LCTU in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Traveka Wealth held 9,152 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $734K as of Q2 2026.
Traveka Wealth bought 1,166 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $90.5K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.24% of Traveka Wealth's portfolio in Q2 2026, its #76 holding.
Traveka Wealth first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2025 and has held it in 4 quarters since.
99 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Traveka Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.