LRWA
Long Run 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 | $1.01M | Sell |
4,775
-236
| -5% | -$50K | 0.21% | 66 |
|
|
2025
Q1 | $958K | Sell |
5,011
-289
| -5% | -$55.3K | 0.22% | 66 |
|
|
2024
Q4 | $1.03M | Sell |
5,300
-223
| -4% | -$43.2K | 0.25% | 64 |
|
|
2024
Q3 | $1.08M | Buy |
5,523
+18
| +0.3% | +$3.53K | 0.26% | 65 |
|
|
2024
Q2 | $1.01M | Sell |
5,505
-1,046
| -16% | -$192K | 0.26% | 64 |
|
|
2024
Q1 | $1.18M | Sell |
6,551
-182
| -3% | -$32.7K | 0.31% | 57 |
|
|
2023
Q4 | $1.11M | Sell |
6,733
-287
| -4% | -$47.5K | 0.32% | 55 |
|
|
2023
Q3 | $1.05M | Sell |
7,020
-430
| -6% | -$64.6K | 0.34% | 56 |
|
|
2023
Q2 | $1.17M | Sell |
7,450
-213
| -3% | -$33.3K | 0.37% | 53 |
|
|
2023
Q1 | $1.13M | Sell |
7,663
-157
| -2% | -$23.2K | 0.39% | 61 |
|
|
2022
Q4 | $1.08M | Buy |
7,820
+982
| +14% | +$136K | 0.39% | 62 |
|
|
2022
Q3 | $866K | Buy |
6,838
+279
| +4% | +$35.3K | 0.34% | 63 |
|
|
2022
Q2 | $897K | Buy |
6,559
+481
| +8% | +$65.8K | 0.35% | 59 |
|
|
2022
Q1 | $989K | Buy |
6,078
+212
| +4% | +$34.5K | 0.35% | 59 |
|
|
2021
Q4 | $1.02M | Buy |
+5,866
| New | +$1.02M | 0.36% | 59 |
|