Plum Street Advisors’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
Q2 | $1.06M | Sell |
4,984
-145
| -3% | -$30.7K | 0.47% | 43 |
|
|
2025
Q1 | $981K | Sell |
5,129
-111
| -2% | -$21.2K | 0.47% | 43 |
|
|
2024
Q4 | $1.01M | Sell |
5,240
-1
| -0% | -$194 | 0.5% | 44 |
|
|
2024
Q3 | $1.03M | Sell |
5,241
-57
| -1% | -$11.2K | 0.52% | 43 |
|
|
2024
Q2 | $971K | Buy |
5,298
+57
| +1% | +$10.4K | 0.57% | 39 |
|
|
2024
Q1 | $1.03M | Sell |
5,241
-714
| -12% | -$140K | 0.52% | 43 |
|
|
2023
Q4 | $985K | Buy |
+5,955
| New | +$985K | 0.66% | 34 |
|