Steward Partners Investment Advisory’s iShares MSCI ACWI Low Carbon Target ETF CRBN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $987K | Hold |
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|
2024
Q4 | $1,000K | Sell |
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|
2024
Q3 | $1.18M | Hold |
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|
2024
Q2 | $1.11M | Hold |
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|
2024
Q1 | $1.08M | Buy |
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|
2023
Q4 | $982K | Sell |
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|
2023
Q3 | $941K | Buy |
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|
2023
Q2 | $976K | Hold |
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|
2023
Q1 | $923K | Hold |
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|
2022
Q4 | $862K | Hold |
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|
2022
Q3 | $790K | Hold |
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|
2022
Q2 | $854K | Hold |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $955K | Buy |
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|
2021
Q2 | $942K | Buy |
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|
2021
Q1 | $838K | Hold |
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|
2020
Q4 | $799K | Buy |
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|
2020
Q3 | $333K | Sell |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $288K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $241K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $23K | Sell |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $23K | Buy |
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