Monterey Private Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$476K Hold
2024
Q4
$482K Buy
2024
Q3
$483K Hold
2024
Q2
$451K Buy
2024
Q1
$438K Hold
2023
Q4
$404K Buy