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

West Wealth Group’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	$801K	Sell	9,994 -72	-0.7%	-$5.59K	0.13%	56
2026 Q1	$706K	Buy	10,066 +57	+0.6%	+$4.19K	0.14%	55
2025 Q4	$742K	Sell	10,009 -8	-0.1%	-$589	0.15%	50
2025 Q3	$726K	Sell	10,017 -18	-0.2%	-$1.26K	0.16%	46
2025 Q2	$691K	Buy	10,035 +97	+1%	+$6.02K	0.17%	44
2025 Q1	$605K	Sell	9,938 -2,758	-22%	-$177K	0.18%	44
2024 Q4	$813K	Buy	12,696 +1,125	+10%	+$72.4K	0.24%	34
2024 Q3	$726K	Sell	11,571 -2,485	-18%	-$150K	0.24%	34
2024 Q2	$835K	Sell	14,056 -305	-2%	-$17.4K	0.3%	35
2024 Q1	$824K	Sell	14,361 -172	-1%	-$9.41K	0.31%	35
2023 Q4	$761K	Buy	14,533 +2,050	+16%	+$100K	0.3%	33
2023 Q3	$588K	Buy	12,483 +5,008	+67%	+$246K	0.26%	37
2023 Q2	$365K	Buy	7,475 +79	+1%	+$3.65K	0.15%	47
2023 Q1	$335K	Buy	7,396 +145	+2%	+$6.42K	0.15%	46
2022 Q4	$308K	Buy	+7,251	New	+$310K	0.15%	49

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

West Wealth Group's LCTU Position: Q2 2026 in Review

West Wealth Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.72% in Q2 2026, selling an estimated $5.59K and leaving 9,994 shares worth $801K. The position accounts for 0.13% of the portfolio, ranked #56.

West Wealth Group first reported a position in LCTU in Q4 2022 and has held it in 15 quarters since. The position peaked at $835K in Q2 2024. 211 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

West Wealth Group held 9,994 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $801K as of Q2 2026.
West Wealth Group sold 72 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q2 2026, an estimated $5.59K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of West Wealth Group's portfolio in Q2 2026, its #56 holding.
West Wealth Group first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q4 2022 and has held it in 15 quarters since.
West Wealth Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $835K in Q2 2024.
211 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on West Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.