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 |
|