EverSource Wealth Advisors’s iShares World ex U.S. Carbon Transition Readiness Aware Active ETF LCTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$167K	Sell	3,023 -37	-1%	-$2.1K	0.01%	1154
2025 Q4	$167K	Sell	3,060 -978	-24%	-$52.9K	0.01%	1035
2025 Q3	$215K	Sell	4,038 -94	-2%	-$4.86K	0.01%	870
2025 Q2	$210K	Sell	4,132 -105	-2%	-$5.08K	0.01%	832
2025 Q1	$196K	Sell	4,237 -734	-15%	-$33.8K	0.01%	669
2024 Q4	$216K	Buy	4,971 +343	+7%	+$15.7K	0.01%	627
2024 Q3	$225K	Buy	4,628 +98	+2%	+$4.53K	0.01%	523
2024 Q2	$208K	Buy	4,530 +4,016	+781%	+$182K	0.01%	544
2024 Q1	$22.9K	Sell	514 -30	-6%	-$1.32K	﹤0.01%	1301
2023 Q4	$23.8K	Buy	544 +13	+2%	+$534	﹤0.01%	1159
2023 Q3	$21.4K	Buy	+531	New	+$22.3K	﹤0.01%	1098