EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
1,374
+569
| +71% | +$121K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $154K | Hold |
805
| – | – | ﹤0.01% | 1183 |
|
|
2024
Q4 | $156K | Hold |
805
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q3 | $158K | Buy |
805
+150
| +23% | +$29.4K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $120K | Hold |
655
| – | – | ﹤0.01% | 812 |
|
|
2024
Q1 | $118K | Hold |
655
| – | – | ﹤0.01% | 792 |
|
|
2023
Q4 | $108K | Buy |
+655
| New | +$108K | ﹤0.01% | 784 |
|
|
2022
Q2 | – | Sell |
-655
| Closed | -$107K | – | 649 |
|
|
2022
Q1 | $107K | Buy |
+655
| New | +$107K | ﹤0.01% | 622 |
|