Baldwin Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Baldwin Wealth Partners’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
2020 Q1	–	Sell	-260	Closed	-$34K	–	550
2019 Q4	$34K	Hold	260	–	–	﹤0.01%	360
2019 Q3	$31K	Hold	260	–	–	﹤0.01%	363
2019 Q2	$31K	Hold	260	–	–	﹤0.01%	354
2019 Q1	$30K	Buy	260 +110	+73%	+$12.4K	﹤0.01%	355
2018 Q4	$15K	Hold	150	–	–	﹤0.01%	403
2018 Q3	$18K	Hold	150	–	–	﹤0.01%	410
2018 Q2	$17K	Hold	150	–	–	﹤0.01%	413
2018 Q1	$18K	Hold	150	–	–	﹤0.01%	390
2017 Q4	$18K	Hold	150	–	–	﹤0.01%	385
2017 Q3	$17K	Hold	150	–	–	﹤0.01%	383
2017 Q2	$16K	Buy	+150	New	+$16K	﹤0.01%	393

Other funds holding CRBN

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Baldwin Wealth Partners's CRBN Position: Q1 2020 in Review

Baldwin Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2020, closing a stake of 260 shares — an estimated $34K sold.

Baldwin Wealth Partners first reported a position in CRBN in Q2 2017 and held it in 11 quarters. The position peaked at $34K in Q4 2019. 81 funds tracked by Wall St. Rank hold CRBN as of Q1 2020.

Baldwin Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 260 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2020, an estimated $34K.
Baldwin Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2017 and held it in 11 quarters.
Baldwin Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $34K in Q4 2019.
81 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2020.

Based on Baldwin Wealth Partners's 13F filing for Q1 2020, filed 15 Apr 2020.