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

ACG Wealth’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
2022
Q3 		– Sell
-120
Closed -$16K – 383
2022
Q2 		$16K Buy
+120
New +$17.8K ﹤0.01% 611

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

ACG Wealth's CRBN Position: Q3 2022 in Review

ACG Wealth sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2022, closing a stake of 120 shares — an estimated $16K sold.

ACG Wealth first reported a position in CRBN in Q2 2022 and held it in 1 quarter. The position peaked at $16K in Q2 2022. 109 funds tracked by Wall St. Rank hold CRBN as of Q3 2022.

  • ACG Wealth reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 120 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2022, an estimated $16K.
  • ACG Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $16K in Q2 2022.
  • 109 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.