Wealth Enhancement Advisory Services’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
$2.57M Buy
+31,598
New +$2.45M ﹤0.01% 1407
2025
Q1
Sell
-5,208
Closed -$334K 3073
2024
Q4
$334K Buy
+5,208
New +$335K ﹤0.01% 2298
2024
Q3
Sell
-4,202
Closed -$250K 2871
2024
Q2
$250K Buy
+4,202
New +$240K ﹤0.01% 2120

Other funds holding LCTU

Wealth Enhancement Advisory Services's LCTU Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 31,598 shares worth $2.57M. The stake represents ﹤0.01% of the portfolio and ranks #1407 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in LCTU as recently as Q4 2024.

Wealth Enhancement Advisory Services first reported a position in LCTU in Q2 2024 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Wealth Enhancement Advisory Services held 31,598 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.57M as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1407 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q2 2024 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.