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

WealthShield Partners’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	$38.3K	Buy	478 +11	+2%	+$854	0.01%	294
2026 Q1	$32.8K	Sell	467 -34	-7%	-$2.5K	﹤0.01%	472
2025 Q4	$37.1K	Sell	501 -5	-1%	-$368	﹤0.01%	452
2025 Q3	$36.7K	Hold	506	–	–	﹤0.01%	444
2025 Q2	$34K	Buy	506 +8	+2%	+$496	﹤0.01%	437
2025 Q1	$30.2K	Sell	498 -1,113	-69%	-$71.4K	﹤0.01%	439
2024 Q4	$103K	Sell	1,611 -6	-0.4%	-$386	0.01%	335
2024 Q3	$101K	Sell	1,617 -196	-11%	-$11.8K	0.01%	347
2024 Q2	$108K	Sell	1,813 -101	-5%	-$5.77K	0.02%	322
2024 Q1	$110K	Buy	+1,914	New	+$105K	0.02%	316

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

WealthShield Partners's LCTU Position: Q2 2026 in Review

WealthShield Partners increased its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 2.4% in Q2 2026, buying an estimated $854 and bringing the position to 478 shares worth $38.3K. The position accounts for 0.01% of the portfolio, ranked #294.

WealthShield Partners first reported a position in LCTU in Q1 2024 and has held it in 10 quarters since. The position peaked at $110K in Q1 2024. 208 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

WealthShield Partners held 478 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $38.3K as of Q2 2026.
WealthShield Partners bought 11 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $854.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #294 holding.
WealthShield Partners first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 10 quarters since.
WealthShield Partners's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $110K 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 WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.