NBWM
CRBN icon

North Berkeley Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

North Berkeley Wealth Management’s Portfolio CRBN Stock Details CRBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$747K Sell
3,353
-29
-0.9% -$6.75K 0.39% 39
2025
Q4 		$780K Sell
3,382
-180
-5% -$41.3K 0.46% 32
2025
Q3 		$808K Sell
3,562
-595
-14% -$130K 0.64% 26
2025
Q2 		$881K Buy
4,157
+1,125
+37% +$222K 0.81% 23
2025
Q1 		$580K Hold
3,032
– – 0.6% 30
2024
Q4 		$587K Buy
+3,032
New +$599K 0.6% 28

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AL
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A
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IL
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BWP
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