Westmount Partners’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 | $824K | Buy |
3,891
+37
| +1% | +$7.84K | 0.23% | 86 |
|
2025
Q1 | $737K | Buy |
3,854
+38
| +1% | +$7.27K | 0.22% | 93 |
|
2024
Q4 | $739K | Buy |
3,816
+110
| +3% | +$21.3K | 0.22% | 86 |
|
2024
Q3 | $727K | Buy |
3,706
+345
| +10% | +$67.7K | 0.22% | 91 |
|
2024
Q2 | $616K | Buy |
3,361
+491
| +17% | +$90K | 0.2% | 101 |
|
2024
Q1 | $515K | Buy |
2,870
+121
| +4% | +$21.7K | 0.19% | 111 |
|
2023
Q4 | $455K | Sell |
2,749
-8
| -0.3% | -$1.32K | 0.19% | 112 |
|
2023
Q3 | $414K | Buy |
2,757
+452
| +20% | +$67.9K | 0.18% | 125 |
|
2023
Q2 | $361K | Buy |
2,305
+734
| +47% | +$115K | 0.16% | 132 |
|
2023
Q1 | $232K | Buy |
+1,571
| New | +$232K | 0.11% | 158 |
|