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Ellevest Inc’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ellevest Inc’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
-64
Closed -$11K – 1450
2021
Q4 		$11K Buy
+64
New +$11K ﹤0.01% 832

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IL
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Morgan Stanley
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UBS Group
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Jane Street
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JP Morgan Chase
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TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Ellevest Inc's CRBN Position: Q1 2022 in Review

Ellevest Inc sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 64 shares — an estimated $11K sold.

Ellevest Inc first reported a position in CRBN in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

  • Ellevest Inc reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
  • Ellevest Inc sold 64 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $11K.
  • Ellevest Inc first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 1 quarter.
  • Ellevest Inc's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $11K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Ellevest Inc's 13F filing for Q1 2022, filed 19 Apr 2022.