CIBC Bank USA’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

CIBC Bank USA’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
2018 Q4	–	Sell	-10,650	Closed	-$1.28M	–	248
2018 Q3	$1.28M	Hold	10,650	–	–	0.17%	72
2018 Q2	$1.23M	Hold	10,650	–	–	0.17%	72
2018 Q1	$1.24M	Hold	10,650	–	–	0.17%	70
2017 Q4	$1.25M	Hold	10,650	–	–	0.16%	78
2017 Q3	$1.2M	Hold	10,650	–	–	0.16%	76
2017 Q2	$1.15M	Hold	10,650	–	–	0.15%	75
2017 Q1	$1.11M	Hold	10,650	–	–	0.15%	75
2016 Q4	$1.03M	Hold	10,650	–	–	0.15%	79
2016 Q3	$1.03M	Hold	10,650	–	–	0.16%	83
2016 Q2	$979K	Buy	+10,650	New	+$989K	0.15%	90

Other funds holding CRBN

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

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

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

JMPWA

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

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

HGI

Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

CIBC Bank USA's CRBN Position: Q4 2018 in Review

CIBC Bank USA sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2018, closing a stake of 10,650 shares — an estimated $1.28M sold.

CIBC Bank USA first reported a position in CRBN in Q2 2016 and held it in 10 quarters. The position peaked at $1.28M in Q3 2018. 56 funds tracked by Wall St. Rank hold CRBN as of Q4 2018.

CIBC Bank USA reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
CIBC Bank USA sold 10,650 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2018, an estimated $1.28M.
CIBC Bank USA first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2016 and held it in 10 quarters.
CIBC Bank USA's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.28M in Q3 2018.
56 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2018.

Based on CIBC Bank USA's 13F filing for Q4 2018, filed 5 Feb 2019.