IFP Advisors’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 | $2.97K | Sell |
14
-10
| -42% | -$2.12K | ﹤0.01% | 3707 |
|
|
2025
Q1 | $4.59K | Buy |
+24
| New | +$4.59K | ﹤0.01% | 2874 |
|
|
2023
Q1 | – | Sell |
-19
| Closed | -$2K | – | 3570 |
|
|
2022
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 4132 |
|
|
2022
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 4334 |
|
|
2022
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 4099 |
|
|
2022
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 4099 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3555 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3278 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3202 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3117 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2987 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2870 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2872 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 2959 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 2541 |
|
|
2018
Q4 | – | Sell |
-98
| Closed | -$12K | – | 3526 |
|
|
2018
Q3 | $12K | Hold |
98
| – | – | ﹤0.01% | 2701 |
|
|
2018
Q2 | $11K | Buy |
98
+84
| +600% | +$9.43K | ﹤0.01% | 2782 |
|
|
2018
Q1 | $2K | Hold |
14
| – | – | ﹤0.01% | 3483 |
|
|
2017
Q4 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 3483 |
|