AWA
Aaron Wealth Advisors’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,334
| Closed | -$200K | – | 264 |
|
|
2023
Q3 | $200K | Hold |
1,334
| – | – | 0.03% | 252 |
|
|
2023
Q2 | $209K | Buy |
+1,334
| New | +$209K | 0.03% | 243 |
|
|
2022
Q4 | – | Sell |
-2,604
| Closed | -$330K | – | 247 |
|
|
2022
Q3 | $330K | Hold |
2,604
| – | – | 0.06% | 159 |
|
|
2022
Q2 | $356K | Buy |
+2,604
| New | +$356K | 0.09% | 132 |
|