Venturi 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
$855K Buy
10,668
+94
+0.9% +$7.29K 0.03% 252
2026
Q1
$742K Buy
10,574
+8
+0.1% +$588 0.03% 254
2025
Q4
$783K Buy
10,566
+84
+0.8% +$6.18K 0.03% 239
2025
Q3
$761K Sell
10,482
-274
-3% -$19.1K 0.04% 244
2025
Q2
$724K Sell
10,756
-213
-2% -$13.2K 0.04% 253
2025
Q1
$665K Sell
10,969
-1,159
-10% -$74.3K 0.03% 273
2024
Q4
$777K Sell
12,128
-109
-0.9% -$7.02K 0.04% 248
2024
Q3
$768K Sell
12,237
-10
-0.1% -$604 0.04% 220
2024
Q2
$728K Sell
12,247
-396
-3% -$22.6K 0.04% 218
2024
Q1
$726K Sell
12,643
-1,102
-8% -$60.3K 0.05% 217
2023
Q4
$719K Buy
13,745
+3,800
+38% +$186K 0.05% 224
2023
Q3
$468K Buy
9,945
+3,435
+53% +$169K 0.04% 246
2023
Q2
$318K Hold
6,510
0.03% 264
2023
Q1
$295K Buy
6,510
+275
+4% +$12.2K 0.02% 284
2022
Q4
$264K Buy
+6,235
New +$267K 0.02% 298

Other funds holding LCTU

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

Venturi Wealth Management increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.89% in Q2 2026, buying an estimated $7.29K and bringing the position to 10,668 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #252.

Venturi Wealth Management first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Venturi Wealth Management held 10,668 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $855K as of Q2 2026.
  • Venturi Wealth Management bought 94 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $7.29K.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.03% of Venturi Wealth Management's portfolio in Q2 2026, its #252 holding.
  • Venturi Wealth Management first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 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 Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.