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

Brown Financial 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
2024
Q3 		– Sell
-406
Closed -$74.4K – 147
2024
Q2 		$74.4K Buy
+406
New +$72.6K 0.03% 150

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
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Brown Financial Advisors's CRBN Position: Q3 2024 in Review

Brown Financial Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2024, closing a stake of 406 shares — an estimated $74.4K sold.

Brown Financial Advisors first reported a position in CRBN in Q2 2024 and held it in 1 quarter. The position peaked at $74.4K in Q2 2024. 121 funds tracked by Wall St. Rank hold CRBN as of Q3 2024.

  • Brown Financial Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2024 after selling out during the quarter.
  • Brown Financial Advisors sold 406 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2024, an estimated $74.4K.
  • Brown Financial Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2024 and held it in 1 quarter.
  • Brown Financial Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $74.4K in Q2 2024.
  • 121 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.