ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 2,595 Value ($000) $387 Avg Close — Range —
Q3 2025
Shares 2,610 Value ($000) $380 Avg Close — Range —
Q2 2025
Shares 2,609 Value ($000) $353 Avg Close — Range —
Q1 2025
Shares 2,881 Value ($000) $351 Avg Close — Range —
Q4 2024
Shares 2,879 Value ($000) $371 Avg Close — Range —
Q3 2024
Shares 2,877 Value ($000) $363 Avg Close — Range —
Q2 2024
Shares 2,875 Value ($000) $343 Avg Close — Range —
Q1 2024
Shares 2,845 Value ($000) $327 Avg Close — Range —
Q4 2023
Shares 2,394 Value ($000) $251 Avg Close — Range —
Q3 2023
Shares 2,394 Value ($000) $225 Avg Close — Range —
Q2 2023
Shares 2,394 Value ($000) $233 Avg Close — Range —
Q1 2023
Shares 2,494 Value ($000) $226 Avg Close — Range —
Q4 2022
Shares 2,494 Value ($000) $211 Avg Close — Range —