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

Wealth Alliance’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	$1.57M	Sell	19,546 -817	-4%	-$63.4K	0.13%	140
2026 Q1	$1.43M	Sell	20,363 -2,117	-9%	-$156K	0.14%	139
2025 Q4	$1.67M	Sell	22,480 -683	-3%	-$50.2K	0.16%	119
2025 Q3	$1.68M	Sell	23,163 -6,681	-22%	-$466K	0.17%	109
2025 Q2	$2.01M	Sell	29,844 -188	-0.6%	-$11.7K	0.22%	85
2025 Q1	$1.82M	Sell	30,032 -1,162	-4%	-$74.5K	0.22%	90
2024 Q4	$2M	Sell	31,194 -1,168	-4%	-$75.2K	0.24%	86
2024 Q3	$2.03M	Sell	32,362 -5,013	-13%	-$303K	0.24%	79
2024 Q2	$2.22M	Sell	37,375 -1,786	-5%	-$102K	0.29%	62
2024 Q1	$2.25M	Sell	39,161 -403	-1%	-$22.1K	0.29%	63
2023 Q4	$2.07M	Buy	39,564 +4,668	+13%	+$228K	0.29%	65
2023 Q3	$1.64M	Buy	34,896 +9,597	+38%	+$471K	0.26%	81
2023 Q2	$1.24M	Buy	25,299 +38	+0.2%	+$1.75K	0.18%	118
2023 Q1	$1.14M	Buy	25,261 +8,639	+52%	+$382K	0.19%	121
2022 Q4	$705K	Buy	16,622 +2,265	+16%	+$96.9K	0.13%	182
2022 Q3	$572K	Buy	14,357 +5,629	+64%	+$249K	0.11%	191
2022 Q2	$364K	Buy	+8,728	New	+$398K	0.07%	274

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

Wealth Alliance's LCTU Position: Q2 2026 in Review

Wealth Alliance reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 4% in Q2 2026, selling an estimated $63.4K and leaving 19,546 shares worth $1.57M. The position accounts for 0.13% of the portfolio, ranked #140.

Wealth Alliance first reported a position in LCTU in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.25M in Q1 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

Wealth Alliance held 19,546 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $1.57M as of Q2 2026.
Wealth Alliance sold 817 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $63.4K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of Wealth Alliance's portfolio in Q2 2026, its #140 holding.
Wealth Alliance first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2022 and has held it in 17 quarters since.
Wealth Alliance's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.25M in Q1 2024.
208 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.