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

Williams Financial’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 		$358K Buy
+4,463
New +$346K 0.18% 22
2024
Q2 		– Sell
-3,550
Closed -$204K – 19
2024
Q1 		$204K Buy
+3,550
New +$194K 0.14% 19

Other funds holding LCTU

Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
HGWM
Horst & Graben Wealth Management Portland, Oregon $760M AUM 21.68% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Williams Financial's LCTU Position: Q2 2026 in Review

Williams Financial opened a new position in iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) in Q2 2026: 4,463 shares worth $358K. The stake represents 0.18% of the portfolio and ranks #22 among its holdings. This is a return to the name: Williams Financial previously reported a position in LCTU as recently as Q1 2024.

Williams Financial first reported a position in LCTU in Q1 2024 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold LCTU as of Q2 2026.

  • Williams Financial held 4,463 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $358K as of Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF was a new Williams Financial position in Q2 2026.
  • iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.18% of Williams Financial's portfolio in Q2 2026, its #22 holding.
  • Williams Financial first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q1 2024 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q2 2026.

Based on Williams Financial's 13F filing for Q2 2026, filed 21 Jul 2026.