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B. Riley Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

B. Riley 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
-1,984
Closed -$346K – 1407
2021
Q4 		$346K Sell
1,984
-2
-0.1% -$343 0.01% 996
2021
Q3 		$327K Buy
1,986
+37
+2% +$6.24K 0.01% 995
2021
Q2 		$324K Sell
1,949
-103
-5% -$16.8K 0.01% 980
2021
Q1 		$321K Buy
+2,052
New +$316K 0.01% 957

Other funds holding CRBN

Betterment LLC
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
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

B. Riley Wealth Advisors's CRBN Position: Q1 2022 in Review

B. Riley Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 1,984 shares — an estimated $346K sold.

B. Riley Wealth Advisors first reported a position in CRBN in Q1 2021 and held it in 4 quarters. The position peaked at $346K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

  • B. Riley Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 1,984 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $346K.
  • B. Riley Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $346K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.