AWM
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Abound Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Abound Wealth Management’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
-74
Closed -$11.1K – 1366
2023
Q3 		$11.1K Buy
+74
New +$11.6K ﹤0.01% 309

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
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
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

Abound Wealth Management's CRBN Position: Q4 2023 in Review

Abound Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2023, closing a stake of 74 shares — an estimated $11.1K sold.

Abound Wealth Management first reported a position in CRBN in Q3 2023 and held it in 1 quarter. The position peaked at $11.1K in Q3 2023. 113 funds tracked by Wall St. Rank hold CRBN as of Q4 2023.

  • Abound Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 74 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2023, an estimated $11.1K.
  • Abound Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2023 and held it in 1 quarter.
  • Abound Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $11.1K in Q3 2023.
  • 113 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.