Westmount Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Westmount Partners’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 Q2	$1.03M	Sell	4,067 -60	-1%	-$14.8K	0.23%	92
2026 Q1	$920K	Sell	4,127 -81	-2%	-$18.9K	0.23%	90
2025 Q4	$970K	Buy	4,208 +142	+3%	+$32.6K	0.24%	80
2025 Q3	$927K	Buy	4,066 +175	+4%	+$38.2K	0.24%	81
2025 Q2	$824K	Buy	3,891 +37	+1%	+$7.29K	0.23%	86
2025 Q1	$737K	Buy	3,854 +38	+1%	+$7.49K	0.22%	93
2024 Q4	$739K	Buy	3,816 +110	+3%	+$21.7K	0.22%	86
2024 Q3	$727K	Buy	3,706 +345	+10%	+$64.7K	0.22%	91
2024 Q2	$616K	Buy	3,361 +491	+17%	+$87.8K	0.2%	101
2024 Q1	$515K	Buy	2,870 +121	+4%	+$20.7K	0.19%	111
2023 Q4	$455K	Sell	2,749 -8	-0.3%	-$1.25K	0.19%	112
2023 Q3	$414K	Buy	2,757 +452	+20%	+$70.6K	0.18%	125
2023 Q2	$361K	Buy	2,305 +734	+47%	+$111K	0.16%	132
2023 Q1	$232K	Buy	+1,571	New	+$228K	0.11%	158

Other funds holding CRBN

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return