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Capital Directions Investment Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Capital Directions Investment 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
2017
Q2 		– Sell
-43
Closed -$4K – 108
2017
Q1 		$4K Hold
43
– – ﹤0.01% 80
2016
Q4 		$4K Hold
43
– – ﹤0.01% 75
2016
Q3 		$4K Hold
43
– – ﹤0.01% 71
2016
Q2 		$4K Buy
+43
New +$4K ﹤0.01% 71

Other funds holding CRBN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Capital Directions Investment Advisors's CRBN Position: Q2 2017 in Review

Capital Directions Investment Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2017, closing a stake of 43 shares — an estimated $4K sold.

Capital Directions Investment Advisors first reported a position in CRBN in Q2 2016 and held it in 4 quarters. The position peaked at $4K in Q1 2017. 25 funds tracked by Wall St. Rank hold CRBN as of Q2 2017.

  • Capital Directions Investment Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2017 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 43 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2017, an estimated $4K.
  • Capital Directions Investment Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2016 and held it in 4 quarters.
  • Capital Directions Investment Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $4K in Q1 2017.
  • 25 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2017.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.