Aaron Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Aaron Wealth Advisors’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
2023 Q4	–	Sell	-1,334	Closed	-$200K	–	264
2023 Q3	$200K	Hold	1,334	–	–	0.03%	252
2023 Q2	$209K	Buy	+1,334	New	+$201K	0.03%	243
2022 Q4	–	Sell	-2,604	Closed	-$330K	–	248
2022 Q3	$330K	Hold	2,604	–	–	0.06%	159
2022 Q2	$356K	Buy	+2,604	New	+$387K	0.09%	132

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Aaron Wealth Advisors's CRBN Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2023, closing a stake of 1,334 shares — an estimated $200K sold.

Aaron Wealth Advisors first reported a position in CRBN in Q2 2022 and held it in 4 quarters. The position peaked at $356K in Q2 2022. 113 funds tracked by Wall St. Rank hold CRBN as of Q4 2023.

Aaron Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Aaron Wealth Advisors sold 1,334 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2023, an estimated $200K.
Aaron Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2022 and held it in 4 quarters.
Aaron Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $356K in Q2 2022.
113 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.