Cetera Advisor Networks’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Cetera Advisor Networks’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 Q1	$4.59M	Sell	25,578 -147	-0.6%	-$25.2K	0.02%	666
2023 Q4	$4.26M	Sell	25,725 -1,918	-7%	-$298K	0.02%	643
2023 Q3	$4.15M	Buy	27,643 +1,519	+6%	+$237K	0.03%	594
2023 Q2	$4.09M	Buy	26,124 +22,826	+692%	+$3.44M	0.03%	574
2023 Q1	$488K	Buy	3,298 +1,434	+77%	+$208K	﹤0.01%	1711
2022 Q4	$258K	Buy	+1,864	New	+$255K	﹤0.01%	2094
2020 Q3	–	Sell	-810	Closed	-$98K	–	1558
2020 Q2	$98K	Buy	+810	New	+$92.6K	﹤0.01%	1523

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Cetera Advisor Networks's CRBN Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.57% in Q1 2024, selling an estimated $25.2K and leaving 25,578 shares worth $4.59M. The position accounts for 0.02% of the portfolio, ranked #666.

Cetera Advisor Networks first reported a position in CRBN in Q2 2020 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold CRBN as of Q1 2024.

Cetera Advisor Networks held 25,578 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.59M as of Q1 2024.
Cetera Advisor Networks sold 147 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2024, an estimated $25.2K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Cetera Advisor Networks's portfolio in Q1 2024, its #666 holding.
Cetera Advisor Networks first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2020 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.