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 Q3	$815K	Sell	9,978 -16	-0.2%	-$1.31K	0.13%	54
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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

West Wealth Group's LCTU Position: Q3 2026 in Review

West Wealth Group reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 0.16% in Q3 2026, selling an estimated $1.31K and leaving 9,978 shares worth $815K. The position accounts for 0.13% of the portfolio, ranked #54.

West Wealth Group first reported a position in LCTU in Q4 2022 and has held it in 16 quarters since. The position peaked at $835K in Q2 2024. 118 funds tracked by Wall St. Rank hold LCTU as of Q3 2026.

West Wealth Group held 9,978 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $815K as of Q3 2026.
West Wealth Group sold 16 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q3 2026, an estimated $1.31K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.13% of West Wealth Group's portfolio in Q3 2026, its #54 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 16 quarters since.
West Wealth Group's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $835K in Q2 2024.
118 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q3 2026.

Based on West Wealth Group's 13F filing for Q3 2026, filed 14 Oct 2026.