Monterey Private Wealth’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
Q1
$476K Hold
2,491
0.14% 67
2024
Q4
$482K Buy
2,491
+28
+1% +$5.42K 0.16% 63
2024
Q3
$483K Hold
2,463
0.16% 61
2024
Q2
$451K Buy
2,463
+20
+0.8% +$3.67K 0.17% 63
2024
Q1
$438K Hold
2,443
0.18% 61
2023
Q4
$404K Buy
+2,443
New +$404K 0.18% 59