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Estate Counselors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Estate Counselors’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
Q4 		– Sell
-50
Closed -$6K – 148
2022
Q3 		$6K Buy
+50
New +$7.05K ﹤0.01% 166

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Estate Counselors's CRBN Position: Q4 2022 in Review

Estate Counselors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2022, closing a stake of 50 shares — an estimated $6K sold.

Estate Counselors first reported a position in CRBN in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 111 funds tracked by Wall St. Rank hold CRBN as of Q4 2022.

  • Estate Counselors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
  • Estate Counselors sold 50 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2022, an estimated $6K.
  • Estate Counselors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2022 and held it in 1 quarter.
  • Estate Counselors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $6K in Q3 2022.
  • 111 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2022.

Based on Estate Counselors's 13F filing for Q4 2022, filed 8 Feb 2023.