Advisor Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Advisor Group’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
2019 Q4	$45K	Buy	352 +123	+54%	+$15.3K	﹤0.01%	3484
2019 Q3	$28K	Buy	229 +200	+690%	+$23.9K	﹤0.01%	3749
2019 Q2	$3K	Hold	29	–	–	﹤0.01%	4843
2019 Q1	$3K	Hold	29	–	–	﹤0.01%	4829
2018 Q4	$3K	Hold	29	–	–	﹤0.01%	4697
2018 Q3	$3K	Buy	+29	New	+$3.43K	﹤0.01%	4735

Other funds holding CRBN

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

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

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

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

Advisor Group's CRBN Position: Q4 2019 in Review

Advisor Group increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 54% in Q4 2019, buying an estimated $15.3K and bringing the position to 352 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #3484.

Advisor Group first reported a position in CRBN in Q3 2018 and has held it in 6 quarters since. 81 funds tracked by Wall St. Rank hold CRBN as of Q4 2019.

Advisor Group held 352 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $45K as of Q4 2019.
Advisor Group bought 123 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2019, an estimated $15.3K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3484 holding.
Advisor Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2018 and has held it in 6 quarters since.
81 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.