Kovitz Investment Group Partners’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	$297K	Sell	1,401 -34	-2%	-$7.21K	﹤0.01%	1141
2025 Q1	$274K	Sell	1,435 -2	-0.1%	-$382	﹤0.01%	1074
2024 Q4	$278K	Sell	1,437 -10,758	-88%	-$2.08M	﹤0.01%	1057
2024 Q3	$2.39M	Buy	+12,195	New	+$2.39M	0.02%	467