Ground Swell Capital’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ground Swell Capital’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
2021 Q1	–	Sell	-1,504	Closed	-$224K	–	108
2020 Q4	$224K	Buy	+1,504	New	+$211K	0.86%	39

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

BWP

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

Ground Swell Capital's CRBN Position: Q1 2021 in Review

Ground Swell Capital sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2021, closing a stake of 1,504 shares — an estimated $224K sold.

Ground Swell Capital first reported a position in CRBN in Q4 2020 and held it in 1 quarter. The position peaked at $224K in Q4 2020. 102 funds tracked by Wall St. Rank hold CRBN as of Q1 2021.

Ground Swell Capital reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
Ground Swell Capital sold 1,504 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2021, an estimated $224K.
Ground Swell Capital first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and held it in 1 quarter.
Ground Swell Capital's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $224K in Q4 2020.
102 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2021.

Based on Ground Swell Capital's 13F filing for Q1 2021, filed 30 Apr 2021.