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

Arkadios 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
2021 Q4	–	Sell	-64	Closed	-$10K	–	807
2021 Q3	$10K	Hold	64	–	–	﹤0.01%	1432
2021 Q2	$10K	Hold	64	–	–	﹤0.01%	1524
2021 Q1	$9K	Hold	64	–	–	﹤0.01%	1216
2020 Q4	$9K	Buy	+64	New	+$8.97K	﹤0.01%	990

Other funds holding CRBN

CIG

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

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

BWP

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

Arkadios Wealth Advisors's CRBN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2021, closing a stake of 64 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in CRBN in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q3 2021. 131 funds tracked by Wall St. Rank hold CRBN as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 64 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2021, an estimated $10K.
Arkadios Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $10K in Q3 2021.
131 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.