First Command Financial Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

First Command Financial Services’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
2023 Q1	–	Sell	-738	Closed	-$102K	–	386
2022 Q4	$102K	Hold	738	–	–	0.01%	177
2022 Q3	$93K	Hold	738	–	–	0.01%	179
2022 Q2	$101K	Buy	738 +3	+0.4%	+$446	0.01%	174
2022 Q1	$120K	Hold	735	–	–	0.02%	165
2021 Q4	$128K	Hold	735	–	–	0.02%	169
2021 Q3	$121K	Hold	735	–	–	0.02%	179
2021 Q2	$122K	Sell	735 -26	-3%	-$4.25K	0.01%	182
2021 Q1	$119K	Buy	+761	New	+$117K	0.03%	168

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First Command Financial Services's CRBN Position: Q1 2023 in Review

First Command Financial Services sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2023, closing a stake of 738 shares — an estimated $102K sold.

First Command Financial Services first reported a position in CRBN in Q1 2021 and held it in 8 quarters. The position peaked at $128K in Q4 2021. 103 funds tracked by Wall St. Rank hold CRBN as of Q1 2023.

First Command Financial Services reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
First Command Financial Services sold 738 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2023, an estimated $102K.
First Command Financial Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 8 quarters.
First Command Financial Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $128K in Q4 2021.
103 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2023.

Based on First Command Financial Services's 13F filing for Q1 2023, filed 14 Apr 2023.