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Allworth Financial’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Allworth Financial’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
Q1 		– Sell
-1
Closed -$138 – 3211
2022
Q4 		$138 Buy
+1
New +$137 ﹤0.01% 2878

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Allworth Financial's CRBN Position: Q1 2023 in Review

Allworth Financial sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2023, closing a stake of 1 share — an estimated $138 sold.

Allworth Financial first reported a position in CRBN in Q4 2022 and held it in 1 quarter. The position peaked at $138 in Q4 2022. 103 funds tracked by Wall St. Rank hold CRBN as of Q1 2023.

  • Allworth Financial reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • Allworth Financial sold 1 iShares Low Carbon Optimized MSCI ACWI ETF share in Q1 2023, an estimated $138.
  • Allworth Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • Allworth Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $138 in Q4 2022.
  • 103 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2023.

Based on Allworth Financial's 13F filing for Q1 2023, filed 18 Apr 2023.