Horst & Graben Wealth Management’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	$792K	Sell	13,708 -153	-1%	-$8.7K	0.11%	97
2025 Q4	$758K	Sell	13,861 -5,438	-28%	-$294K	0.11%	93
2025 Q3	$1.03M	Sell	19,299 -458	-2%	-$23.7K	0.16%	75
2025 Q2	$1M	Buy	19,757 +656	+3%	+$31.8K	0.17%	74
2025 Q1	$882K	Sell	19,101 -2,268	-11%	-$104K	0.16%	71
2024 Q4	$930K	Buy	21,369 +1,127	+6%	+$51.7K	0.17%	63
2024 Q3	$985K	Buy	20,242 +319	+2%	+$14.7K	0.18%	61
2024 Q2	$892K	Buy	19,923 +363	+2%	+$16.5K	0.17%	63
2024 Q1	$893K	Buy	19,560 +783	+4%	+$34.6K	0.18%	61
2023 Q4	$821K	Buy	18,777 +7,281	+63%	+$299K	0.18%	59
2023 Q3	$463K	Buy	+11,496	New	+$482K	0.11%	78