Milestone Investment 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	$15.3K	Sell	276 -25	-8%	-$1.42K	﹤0.01%	122
2025 Q4	$16.5K	Buy	301 +5	+2%	+$270	﹤0.01%	119
2025 Q3	$15.8K	Hold	296	–	–	﹤0.01%	112
2025 Q2	$15K	Buy	296 +6	+2%	+$291	﹤0.01%	113
2025 Q1	$13.4K	Hold	290	–	–	﹤0.01%	115
2024 Q4	$12.6K	Hold	290	–	–	﹤0.01%	117
2024 Q3	$14.1K	Hold	290	–	–	﹤0.01%	115
2024 Q2	$13K	Hold	290	–	–	﹤0.01%	114
2024 Q1	$13.2K	Hold	290	–	–	﹤0.01%	113
2023 Q4	$12.7K	Sell	290 -10	-3%	-$411	﹤0.01%	111
2023 Q3	$12.1K	Hold	300	–	–	﹤0.01%	287
2023 Q2	$12.7K	Hold	300	–	–	﹤0.01%	105
2023 Q1	$12.5K	Buy	+300	New	+$12.3K	﹤0.01%	288