United Capital Financial 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 | $315K | Buy |
1,485
+5
| +0.3% | +$1.06K | ﹤0.01% | 897 |
|
|
2025
Q1 | $283K | Hold |
1,480
| – | – | ﹤0.01% | 901 |
|
|
2024
Q4 | $286K | Buy |
1,480
+8
| +0.5% | +$1.55K | ﹤0.01% | 892 |
|
|
2024
Q3 | $289K | Hold |
1,472
| – | – | ﹤0.01% | 888 |
|
|
2024
Q2 | $270K | Buy |
1,472
+128
| +10% | +$23.5K | ﹤0.01% | 884 |
|
|
2024
Q1 | $241K | Buy |
1,344
+5
| +0.4% | +$897 | ﹤0.01% | 949 |
|
|
2023
Q4 | $222K | Buy |
+1,339
| New | +$222K | ﹤0.01% | 968 |
|
|
2023
Q3 | – | Sell |
-1,324
| Closed | -$207K | – | 847 |
|
|
2023
Q2 | $207K | Buy |
+1,324
| New | +$207K | ﹤0.01% | 847 |
|
|
2023
Q1 | – | Sell |
-1,464
| Closed | -$202K | – | 978 |
|
|
2022
Q4 | $202K | Buy |
+1,464
| New | +$202K | ﹤0.01% | 988 |
|