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

Wealth Enhancement Advisory Services’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 Q3	$2.34M	Sell	28,271 -3,327	-11%	-$272K	﹤0.01%	1560
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

AIM

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PGFG

Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

BWA

Bestgate Wealth Advisors Frederick, Maryland $158M AUM 16.38% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

IWS

Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's LCTU Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 11% in Q3 2026, selling an estimated $272K and leaving 28,271 shares worth $2.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Wealth Enhancement Advisory Services first reported a position in LCTU in Q2 2024 and has held it in 4 quarters since. The position peaked at $2.57M in Q2 2026. 16 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

Wealth Enhancement Advisory Services held 28,271 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $2.34M as of Q3 2026.
Wealth Enhancement Advisory Services sold 3,327 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $272K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1560 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 4 quarters since.
Wealth Enhancement Advisory Services's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $2.57M in Q2 2026.
16 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.