Bartlett & Co Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $99.8K | Hold |
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|
2025
Q2 | $93.2K | Hold |
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2025
Q1 | $84.1K | Hold |
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|
2024
Q4 | $85.2K | Hold |
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|
2024
Q3 | $86.3K | Hold |
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|
2024
Q2 | $80.6K | Hold |
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|
2024
Q1 | $79K | Hold |
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|
2023
Q4 | $72.9K | Hold |
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|
2023
Q3 | $66.1K | Hold |
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|
2023
Q2 | $68.8K | Buy |
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|
2023
Q1 | $31.1K | Hold |
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|
2022
Q4 | $29K | Hold |
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|
2022
Q3 | $26.6K | Hold |
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|
2022
Q2 | $28.7K | Hold |
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|
2022
Q1 | $34.3K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $34.5K | Hold |
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|
2021
Q2 | $34.9K | Buy |
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|
2021
Q1 | $27.3K | Hold |
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|
2020
Q4 | $26K | Hold |
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|
2020
Q3 | $22.9K | Hold |
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|
2020
Q2 | $21.1K | Hold |
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|
2020
Q1 | $17.9K | Hold |
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|
2019
Q4 | $22.6K | Hold |
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|
2019
Q3 | $21K | Buy |
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