Westside Investment Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.8K	Hold	300	–	–	0.01%	498
2025 Q4	$69.2K	Hold	300	–	–	0.01%	469
2025 Q3	$68.1K	Hold	300	–	–	0.01%	469
2025 Q2	$63.5K	Hold	300	–	–	0.01%	420
2025 Q1	$57.4K	Hold	300	–	–	0.01%	384
2024 Q4	$58.1K	Hold	300	–	–	0.01%	384
2024 Q3	$58.8K	Hold	300	–	–	0.01%	377
2024 Q2	$55K	Hold	300	–	–	0.01%	374
2024 Q1	$53.8K	Hold	300	–	–	0.01%	373
2023 Q4	$49.6K	Hold	300	–	–	0.01%	362
2023 Q3	$45.1K	Hold	300	–	–	0.01%	361
2023 Q2	$46.9K	Hold	300	–	–	0.01%	362
2023 Q1	$44.4K	Hold	300	–	–	0.01%	369
2022 Q4	$41	Hold	300	–	–	﹤0.01%	432
2022 Q3	$37	Hold	300	–	–	﹤0.01%	436
2022 Q2	$41	Hold	300	–	–	﹤0.01%	422
2022 Q1	$48	Hold	300	–	–	﹤0.01%	418
2021 Q4	$52	Hold	300	–	–	﹤0.01%	398
2021 Q3	$49	Hold	300	–	–	﹤0.01%	394
2021 Q2	$49	Hold	300	–	–	﹤0.01%	386
2021 Q1	$46	Hold	300	–	–	﹤0.01%	381
2020 Q4	$44	Hold	300	–	–	﹤0.01%	353
2020 Q3	$39	Hold	300	–	–	﹤0.01%	365
2020 Q2	$36	Hold	300	–	–	﹤0.01%	355
2020 Q1	$30	Buy	+300	New	+$36.4K	﹤0.01%	374
2019 Q2	$35	Buy	+300	New	+$35.5K	﹤0.01%	352
2018 Q4	$30.9K	Buy	+300	New	+$33.3K	0.01%	344
2018 Q3	–	Sell	-250	Closed	-$28.7K	–	736
2018 Q2	$28.7K	Hold	250	–	–	0.01%	349
2018 Q1	$28.5K	Hold	250	–	–	0.02%	334
2017 Q4	$30.1K	Hold	250	–	–	0.02%	337
2017 Q3	$28.2K	Buy	250 +100	+67%	+$11K	0.02%	338
2017 Q2	$16.1K	Hold	150	–	–	0.01%	420
2017 Q1	$15.6K	Buy	+150	New	+$15.3K	0.01%	401

Other funds holding CRBN