Buckingham Strategic Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Buckingham Strategic Wealth’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 Q2	$829K	Buy	4,522 +820	+22%	+$147K	0.01%	364
2024 Q1	$665K	Hold	3,702	–	–	0.01%	406
2023 Q4	$613K	Hold	3,702	–	–	0.01%	407
2023 Q3	$556K	Hold	3,702	–	–	0.01%	396
2023 Q2	$579K	Buy	3,702 +43	+1%	+$6.49K	0.01%	396
2023 Q1	$505K	Hold	3,659	–	–	0.01%	377
2022 Q4	$505K	Hold	3,659	–	–	0.01%	379
2022 Q3	$463K	Hold	3,659	–	–	0.01%	385
2022 Q2	$501K	Hold	3,659	–	–	0.01%	373
2022 Q1	$597K	Buy	3,659 +852	+30%	+$139K	0.01%	338
2021 Q4	$488K	Buy	2,807 +62	+2%	+$10.6K	0.01%	373
2021 Q3	$451K	Hold	2,745	–	–	0.01%	374
2021 Q2	$456K	Hold	2,745	–	–	0.01%	383
2021 Q1	$429K	Hold	2,745	–	–	0.02%	361
2020 Q4	$408K	Hold	2,745	–	–	0.02%	356
2020 Q3	$360K	Hold	2,745	–	–	0.03%	327
2020 Q2	$332K	Hold	2,745	–	–	0.03%	295
2020 Q1	$281K	Hold	2,745	–	–	0.03%	354
2019 Q4	$355K	Hold	2,745	–	–	0.03%	317
2019 Q3	$330K	Hold	2,745	–	–	0.04%	305
2019 Q2	$329K	Hold	2,745	–	–	0.04%	314
2019 Q1	$320K	Buy	+2,745	New	+$309K	0.04%	304
2018 Q4	–	Sell	-1,720	Closed	-$206K	–	359
2018 Q3	$206K	Buy	+1,720	New	+$204K	0.03%	336
2018 Q2	–	Sell	-1,720	Closed	-$201K	–	363
2018 Q1	$201K	Hold	1,720	–	–	0.04%	294
2017 Q4	$201K	Buy	+1,720	New	+$198K	0.04%	302

Other funds holding CRBN

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

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Buckingham Strategic Wealth's CRBN Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 22% in Q2 2024, buying an estimated $147K and bringing the position to 4,522 shares worth $829K. The position accounts for 0.01% of the portfolio, ranked #364.

Buckingham Strategic Wealth first reported a position in CRBN in Q4 2017 and has held it in 25 quarters since. 118 funds tracked by Wall St. Rank hold CRBN as of Q2 2024.

Buckingham Strategic Wealth held 4,522 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $829K as of Q2 2024.
Buckingham Strategic Wealth bought 820 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2024, an estimated $147K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #364 holding.
Buckingham Strategic Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2017 and has held it in 25 quarters since.
118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.