ISHARES TR

Ticker: ESGD CUSIP: 46435G516 Class: ESG AW MSCI EAFE

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

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

Q4 2025
Shares 5,400 Value ($000) $513 Avg Close Range
Q3 2025
Shares 5,399 Value ($000) $502 Avg Close Range
Q2 2025
Shares 5,399 Value ($000) $482 Avg Close Range
Q1 2025
Shares 5,398 Value ($000) $441 Avg Close Range
Q4 2024
Shares 4,890 Value ($000) $372 Avg Close Range
Q3 2024
Shares 4,889 Value ($000) $412 Avg Close Range
Q2 2024
Shares 4,889 Value ($000) $385 Avg Close Range
Q1 2024
Shares 4,888 Value ($000) $391 Avg Close Range
Q4 2023
Shares 6,688 Value ($000) $505 Avg Close Range
Q3 2023
Shares 6,188 Value ($000) $428 Avg Close Range
Q2 2023
Shares 6,103 Value ($000) $445 Avg Close Range
Q1 2023
Shares 4,490 Value ($000) $323 Avg Close Range
Q4 2022
Shares 4,368 Value ($000) $287 Avg Close Range