Creative Financial Designs’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Creative Financial Designs’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
2022 Q1	–	Sell	-60	Closed	-$10K	–	1260
2021 Q4	$10K	Hold	60	–	–	﹤0.01%	900
2021 Q3	$10K	Hold	60	–	–	﹤0.01%	1008
2021 Q2	$10K	Hold	60	–	–	﹤0.01%	1013
2021 Q1	$9K	Hold	60	–	–	﹤0.01%	947
2020 Q4	$9K	Sell	60 -20	-25%	-$2.81K	﹤0.01%	881
2020 Q3	$10K	Hold	80	–	–	﹤0.01%	798
2020 Q2	$10K	Buy	+80	New	+$9.14K	﹤0.01%	747

Other funds holding CRBN

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

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 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

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

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

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

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

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

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

Creative Financial Designs's CRBN Position: Q1 2022 in Review

Creative Financial Designs sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 60 shares — an estimated $10K sold.

Creative Financial Designs first reported a position in CRBN in Q2 2020 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

Creative Financial Designs reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 60 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $10K.
Creative Financial Designs first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $10K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.