Cardinal Point Capital Management’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Sell
6,905
-120
-2% -$25.4K 0.12% 85
2025
Q1
$1.34M Buy
7,025
+160
+2% +$30.6K 0.12% 80
2024
Q4
$1.33M Buy
6,865
+230
+3% +$44.5K 0.21% 30
2024
Q3
$1.3M Hold
6,635
0.22% 29
2024
Q2
$1.22M Buy
6,635
+320
+5% +$58.6K 0.21% 31
2024
Q1
$1.13M Buy
6,315
+20
+0.3% +$3.59K 0.22% 27
2023
Q4
$1.04M Sell
6,295
-100
-2% -$16.5K 0.25% 26
2023
Q3
$961K Hold
6,395
0.25% 27
2023
Q2
$1M Sell
6,395
-20
-0.3% -$3.13K 0.3% 28
2023
Q1
$949K Buy
6,415
+390
+6% +$57.7K 0.29% 28
2022
Q4
$832K Buy
+6,025
New +$832K 0.29% 30