Desjardins Global Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Desjardins Global Asset Management’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 Q4	–	Sell	-25,701	Closed	-$3.86M	–	665
2023 Q3	$3.86M	Sell	25,701 -748	-3%	-$117K	0.42%	47
2023 Q2	$4.14M	Buy	+26,449	New	+$3.99M	0.48%	43

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

FTUS

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

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

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Desjardins Global Asset Management's CRBN Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2023, closing a stake of 25,701 shares — an estimated $3.86M sold.

Desjardins Global Asset Management first reported a position in CRBN in Q2 2023 and held it in 2 quarters. The position peaked at $4.14M in Q2 2023. 113 funds tracked by Wall St. Rank hold CRBN as of Q4 2023.

Desjardins Global Asset Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Desjardins Global Asset Management sold 25,701 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2023, an estimated $3.86M.
Desjardins Global Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2023 and held it in 2 quarters.
Desjardins Global Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $4.14M in Q2 2023.
113 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.