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

Evoke Wealth’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	-28	Closed	-$4K	–	528
2022 Q3	$4K	Hold	28	–	–	﹤0.01%	912
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	925
2022 Q1	$5K	Hold	28	–	–	﹤0.01%	897
2021 Q4	$5K	Hold	28	–	–	﹤0.01%	887
2021 Q3	$4K	Hold	28	–	–	﹤0.01%	878
2021 Q2	$5K	Hold	28	–	–	﹤0.01%	863
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	880
2020 Q4	$4K	Hold	28	–	–	﹤0.01%	754
2020 Q3	$4K	Hold	28	–	–	﹤0.01%	702
2020 Q2	$3K	Hold	28	–	–	﹤0.01%	780
2020 Q1	$2.86K	Buy	+28	New	+$3.39K	﹤0.01%	743
2019 Q4	–	Sell	-28	Closed	-$3.36K	–	1289
2019 Q3	$3.36K	Buy	+28	New	+$3.34K	﹤0.01%	1105

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

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

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

Evoke Wealth's CRBN Position: Q4 2022 in Review

Evoke Wealth sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2022, closing a stake of 28 shares — an estimated $4K sold.

Evoke Wealth first reported a position in CRBN in Q3 2019 and held it in 12 quarters. The position peaked at $5K in Q1 2022. 111 funds tracked by Wall St. Rank hold CRBN as of Q4 2022.

Evoke Wealth reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 28 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2022, an estimated $4K.
Evoke Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2019 and held it in 12 quarters.
Evoke Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $5K in Q1 2022.
111 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.