Cardinal Point Wealth Management Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Cardinal Point Wealth Management 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
2023 Q1	$949K	Buy	6,415 +390	+6%	+$56.6K	0.29%	28
2022 Q4	$832K	Buy	6,025 +4,150	+221%	+$569K	0.29%	30
2022 Q3	$241K	Buy	1,875 +30	+2%	+$4.23K	0.12%	44
2022 Q2	$252K	Buy	+1,845	New	+$274K	0.12%	44

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cardinal Point Wealth Management Partners's CRBN Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 6.5% in Q1 2023, buying an estimated $56.6K and bringing the position to 6,415 shares worth $949K. The position accounts for 0.29% of the portfolio, ranked #28.

Cardinal Point Wealth Management Partners first reported a position in CRBN in Q2 2022 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold CRBN as of Q1 2023.

Cardinal Point Wealth Management Partners held 6,415 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $949K as of Q1 2023.
Cardinal Point Wealth Management Partners bought 390 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2023, an estimated $56.6K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.29% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #28 holding.
Cardinal Point Wealth Management Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2022 and has held it in 4 quarters since.
103 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.