Destiny Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Destiny Wealth Partners’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 Q2	–	Sell	-368	Closed	-$60K	–	613
2022 Q1	$60K	Hold	368	–	–	0.01%	297
2021 Q4	$64K	Hold	368	–	–	0.01%	281
2021 Q3	$60K	Buy	+368	New	+$62.1K	0.01%	252
2021 Q2	–	Sell	-368	Closed	-$57K	–	242
2021 Q1	$57K	Buy	+368	New	+$56.7K	0.01%	248

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

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

FTUS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Destiny Wealth Partners's CRBN Position: Q2 2022 in Review

Destiny Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2022, closing a stake of 368 shares — an estimated $60K sold.

Destiny Wealth Partners first reported a position in CRBN in Q1 2021 and held it in 4 quarters. The position peaked at $64K in Q4 2021. 121 funds tracked by Wall St. Rank hold CRBN as of Q2 2022.

Destiny Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Destiny Wealth Partners sold 368 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2022, an estimated $60K.
Destiny Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 4 quarters.
Destiny Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $64K in Q4 2021.
121 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2022.

Based on Destiny Wealth Partners's 13F filing for Q2 2022, filed 15 Jul 2022.