One 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	$1.05M	Sell	19,032 -370	-2%	-$21K	0.13%	91
2025 Q4	$1.06M	Sell	19,402 -5,794	-23%	-$313K	0.13%	91
2025 Q3	$1.34M	Sell	25,196 -1,505	-6%	-$77.9K	0.17%	82
2025 Q2	$1.36M	Sell	26,701 -905	-3%	-$43.8K	0.19%	78
2025 Q1	$1.28M	Sell	27,606 -5,996	-18%	-$276K	0.19%	81
2024 Q4	$1.46M	Sell	33,602 -246	-0.7%	-$11.3K	0.22%	71
2024 Q3	$1.65M	Buy	33,848 +97	+0.3%	+$4.48K	0.25%	59
2024 Q2	$1.5M	Buy	33,751 +1,189	+4%	+$54K	0.32%	46
2024 Q1	$1.49M	Sell	32,562 -347	-1%	-$15.3K	0.26%	60
2023 Q4	$1.44M	Buy	32,909 +17,234	+110%	+$708K	0.28%	57
2023 Q3	$631K	Buy	+15,675	New	+$657K	0.14%	83