W.H. Cornerstone Investments’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

W.H. Cornerstone Investments’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	$314K	Buy	3,914 +230	+6%	+$17.8K	0.18%	109
2026 Q1	$258K	Sell	3,684 -138	-4%	-$10.1K	0.16%	107
2025 Q4	$283K	Sell	3,822 -8	-0.2%	-$589	0.17%	97
2025 Q3	$278K	Buy	3,830 +10	+0.3%	+$698	0.17%	97
2025 Q2	$257K	Buy	3,820 +313	+9%	+$19.4K	0.16%	95
2025 Q1	$213K	Sell	3,507 -101	-3%	-$6.47K	0.15%	107
2024 Q4	$231K	Buy	3,608 +35	+1%	+$2.25K	0.15%	109
2024 Q3	$224K	Buy	+3,573	New	+$216K	0.15%	112

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

W.H. Cornerstone Investments's LCTU Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 6.2% in Q2 2026, buying an estimated $17.8K and bringing the position to 3,914 shares worth $314K. The position accounts for 0.18% of the portfolio, ranked #109.

W.H. Cornerstone Investments first reported a position in LCTU in Q3 2024 and has held it in 8 quarters since. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

W.H. Cornerstone Investments held 3,914 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $314K as of Q2 2026.
W.H. Cornerstone Investments bought 230 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $17.8K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.18% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #109 holding.
W.H. Cornerstone Investments first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2024 and has held it in 8 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 W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.