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

Amplius 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
2022 Q1	–	Sell	-35	Closed	-$6K	–	319
2021 Q4	$6K	Buy	+35	New	+$6.01K	﹤0.01%	680

Other funds holding CRBN

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

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

FTUS

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

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

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

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

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Amplius Wealth Advisors's CRBN Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 35 shares — an estimated $6K sold.

Amplius Wealth Advisors first reported a position in CRBN in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

Amplius Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 35 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $6K.
Amplius Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $6K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.