Certified Advisory Corp’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-600	Closed	-$94K	–	301
2021 Q1	$94K	Buy	+600	New	+$92.4K	0.02%	262
2020 Q2	$60K	Hold	500	–	–	0.02%	276
2020 Q1	$51K	Hold	500	–	–	0.02%	274
2019 Q4	$65K	Hold	500	–	–	0.02%	282
2019 Q3	$60K	Hold	500	–	–	0.02%	294
2019 Q2	$60K	Buy	+500	New	+$59.1K	0.02%	291

Other funds holding CRBN

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

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

FTUS

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Certified Advisory Corp's CRBN Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2021, closing a stake of 600 shares — an estimated $94K sold.

Certified Advisory Corp first reported a position in CRBN in Q2 2019 and held it in 6 quarters. The position peaked at $94K in Q1 2021. 109 funds tracked by Wall St. Rank hold CRBN as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 600 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2021, an estimated $94K.
Certified Advisory Corp first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $94K in Q1 2021.
109 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.