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Cardinal Point Wealth Management Partners’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
Q1
$949K Buy
6,415
+390
+6% +$57.7K 0.29% 28
2022
Q4
$832K Buy
6,025
+4,150
+221% +$573K 0.29% 30
2022
Q3
$241K Buy
1,875
+30
+2% +$3.86K 0.12% 44
2022
Q2
$252K Buy
+1,845
New +$252K 0.12% 44