Financial Enhancement Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Financial Enhancement Group’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
2020 Q2	–	Sell	-298	Closed	-$30K	–	254
2020 Q1	$30K	Hold	298	–	–	0.01%	146
2019 Q4	$39K	Sell	298 -35	-11%	-$4.37K	0.01%	129
2019 Q3	$40K	Hold	333	–	–	0.01%	131
2019 Q2	$40K	Hold	333	–	–	0.01%	128
2019 Q1	$39K	Buy	333 +86	+35%	+$9.67K	0.01%	144
2018 Q4	$30K	Hold	247	–	–	0.01%	141
2018 Q3	$30K	Sell	247 -214	-46%	-$25.3K	0.01%	141
2018 Q2	$53K	Hold	461	–	–	0.02%	118
2018 Q1	$54K	Buy	+461	New	+$55.2K	0.02%	125

Other funds holding CRBN

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

Maxim Capital Management San Francisco, California $112M AUM 0.1% 1-Year Est. Return

Financial Enhancement Group's CRBN Position: Q2 2020 in Review

Financial Enhancement Group sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2020, closing a stake of 298 shares — an estimated $30K sold.

Financial Enhancement Group first reported a position in CRBN in Q1 2018 and held it in 9 quarters. The position peaked at $54K in Q1 2018. 80 funds tracked by Wall St. Rank hold CRBN as of Q2 2020.

Financial Enhancement Group reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2020 after selling out during the quarter.
Financial Enhancement Group sold 298 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2020, an estimated $30K.
Financial Enhancement Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 9 quarters.
Financial Enhancement Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $54K in Q1 2018.
80 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.