Concord Wealth Partners’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.7K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $10.1K | Sell |
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|
2024
Q3 | $17.8K | Sell |
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|
2024
Q2 | $32.6K | Sell |
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|
2024
Q1 | $117K | Buy |
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|
2023
Q4 | $47.5K | Sell |
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|
2023
Q3 | $116K | Sell |
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|
2023
Q2 | $152K | Buy |
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|
2023
Q1 | $135K | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $163K | Sell |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $240K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $321K | Sell |
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|
2021
Q1 | $381K | Sell |
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|
2020
Q4 | $437K | Buy |
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