Elmwood Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-265	Closed	-$46K	–	146
2021 Q4	$46K	Buy	+265	New	+$45.5K	0.02%	191
2021 Q2	$44K	Hold	265	–	–	0.02%	172
2021 Q1	$41K	Buy	+265	New	+$40.8K	0.03%	171
2020 Q3	$32K	Hold	265	–	–	0.03%	143
2020 Q2	$32K	Sell	265 -10	-4%	-$1.14K	0.03%	143
2020 Q1	$32.1K	Buy	+275	New	+$33.3K	0.03%	141
2019 Q4	–	Sell	-275	Closed	-$33K	–	114
2019 Q3	$33K	Hold	275	–	–	0.03%	122
2019 Q2	$33K	Hold	275	–	–	0.03%	136
2019 Q1	$32K	Hold	275	–	–	0.03%	135
2018 Q4	$28K	Hold	275	–	–	0.03%	143
2018 Q3	$33K	Hold	275	–	–	0.03%	152
2018 Q2	$31.7K	Hold	275	–	–	0.03%	146
2018 Q1	$32.1K	Buy	+275	New	+$32.9K	0.03%	141

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

Elmwood Wealth Management's CRBN Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 265 shares — an estimated $46K sold.

Elmwood Wealth Management first reported a position in CRBN in Q1 2018 and held it in 13 quarters. The position peaked at $46K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 265 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $46K.
Elmwood Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $46K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.