ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Milestone Investment Advisors LLC's Holding History (CIK: 0001967018)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 13,113 Value ($000) $1,827 Avg Close — Range —
Q3 2025
Shares 12,870 Value ($000) $1,746 Avg Close — Range —
Q2 2025
Shares 12,445 Value ($000) $1,577 Avg Close — Range —
Q1 2025
Shares 14,361 Value ($000) $1,650 Avg Close — Range —
Q4 2024
Shares 14,936 Value ($000) $1,816 Avg Close — Range —
Q3 2024
Shares 15,007 Value ($000) $1,806 Avg Close — Range —
Q2 2024
Shares 15,345 Value ($000) $1,724 Avg Close — Range —
Q1 2024
Shares 16,153 Value ($000) $1,763 Avg Close — Range —
Q4 2023
Shares 16,800 Value ($000) $1,689 Avg Close — Range —
Q3 2023
Shares 18,226 Value ($000) $1,640 Avg Close — Range —
Q2 2023
Shares 19,620 Value ($000) $1,837 Avg Close — Range —
Q1 2023
Shares 20,065 Value ($000) $1,761 Avg Close — Range —
Q4 2022
Shares 21,543 Value ($000) $1,773 Avg Close — Range —