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

Cardinal Point Capital Management’s Portfolio CRBN Stock Details CRBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53M Sell
6,868
-130
-2% -$30.3K 0.09% 95
2025
Q4 		$1.61M Sell
6,998
-84
-1% -$19.3K 0.11% 91
2025
Q3 		$1.6M Buy
7,082
+177
+3% +$38.6K 0.11% 89
2025
Q2 		$1.46M Sell
6,905
-120
-2% -$23.6K 0.12% 85
2025
Q1 		$1.34M Buy
7,025
+160
+2% +$31.5K 0.12% 80
2024
Q4 		$1.33M Buy
6,865
+230
+3% +$45.4K 0.21% 30
2024
Q3 		$1.3M Hold
6,635
– – 0.22% 29
2024
Q2 		$1.22M Buy
6,635
+320
+5% +$57.2K 0.21% 31
2024
Q1 		$1.13M Buy
6,315
+20
+0.3% +$3.43K 0.22% 27
2023
Q4 		$1.04M Sell
6,295
-100
-2% -$15.6K 0.25% 26
2023
Q3 		$961K Hold
6,395
– – 0.25% 27
2023
Q2 		$1M Sell
6,395
-20
-0.3% -$3.02K 0.3% 28
2023
Q1 		$949K Buy
6,415
+390
+6% +$56.6K 0.29% 28
2022
Q4 		$832K Buy
+6,025
New +$826K 0.29% 30

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