Golden State Wealth Management’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Sell |
1,694
-40
| -2% | -$8.47K | 0.04% | 285 |
|
|
2025
Q1 | $332K | Sell |
1,734
-207
| -11% | -$39.6K | 0.05% | 276 |
|
|
2024
Q4 | $376K | Buy |
+1,941
| New | +$376K | 0.06% | 237 |
|
|
2022
Q1 | $280K | Sell |
1,716
-20
| -1% | -$3.26K | 0.05% | 243 |
|
|
2021
Q4 | $302K | Buy |
+1,736
| New | +$302K | 0.05% | 283 |
|
|
2021
Q1 | – | Sell |
-1,478
| Closed | -$219K | – | 207 |
|
|
2020
Q4 | $219K | Buy |
+1,478
| New | +$219K | 0.06% | 220 |
|
|
2019
Q4 | – | Sell |
-1,209
| Closed | -$145K | – | 213 |
|
|
2019
Q3 | $145K | Hold |
1,209
| – | – | 0.05% | 249 |
|
|
2019
Q2 | $144K | Buy |
1,209
+31
| +3% | +$3.69K | 0.05% | 273 |
|
|
2019
Q1 | $137K | Buy |
+1,178
| New | +$137K | 0.05% | 278 |
|