Urban Wealth Management’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
$298K Sell
3,713
-246
-6% -$19.1K 0.26% 83
2026
Q1
$278K Sell
3,959
-338
-8% -$24.8K 0.28% 72
2025
Q4
$318K Buy
+4,297
New +$316K 0.3% 70
2022
Q2
$43K Buy
+1,040
New +$47.4K 0.14% 102

Other funds holding LCTU

Urban Wealth Management's LCTU Position: Q2 2026 in Review

Urban Wealth Management reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.2% in Q2 2026, selling an estimated $19.1K and leaving 3,713 shares worth $298K. The position accounts for 0.26% of the portfolio, ranked #83.

Urban Wealth Management first reported a position in LCTU in Q2 2022 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 88 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Urban Wealth Management held 3,713 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $298K as of Q2 2026.
  • Urban Wealth Management sold 246 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $19.1K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.26% of Urban Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Urban Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 4 quarters since.
  • Urban Wealth Management's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $318K in Q4 2025.
  • 88 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.