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

Howard Wealth Management’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 Q1	–	Sell	-80	Closed	-$10K	–	179
2019 Q4	$10K	Buy	+80	New	+$9.98K	0.01%	328

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

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

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

BWP

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

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

JMPWA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Howard Wealth Management's CRBN Position: Q1 2020 in Review

Howard Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2020, closing a stake of 80 shares — an estimated $10K sold.

Howard Wealth Management first reported a position in CRBN in Q4 2019 and held it in 1 quarter. The position peaked at $10K in Q4 2019. 81 funds tracked by Wall St. Rank hold CRBN as of Q1 2020.

Howard Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2020 after selling out during the quarter.
Howard Wealth Management sold 80 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2020, an estimated $10K.
Howard Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and held it in 1 quarter.
Howard Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $10K in Q4 2019.
81 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.