EP Wealth Advisors’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History

EP Wealth Advisors’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
2025 Q2	$291K	Buy
2025 Q1	$154K	Hold
2024 Q4	$156K	Hold
2024 Q3	$158K	Buy
2024 Q2	$120K	Hold
2024 Q1	$118K	Hold
2023 Q4	$108K	Buy
2022 Q2	–	Sell
2022 Q1	$107K	Buy