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Institutional & Family Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Institutional & Family Asset 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
2024
Q2 		$202K Sell
1,101
-31
-3% -$5.55K 0.03% 147
2024
Q1 		$203K Sell
1,132
-173
-13% -$29.6K 0.03% 141
2023
Q4 		$216K Sell
1,305
-49
-4% -$7.63K 0.04% 142
2023
Q3 		$203K Sell
1,354
-14
-1% -$2.19K 0.03% 142
2023
Q2 		$214K Buy
1,368
+5
+0.4% +$755 0.03% 142
2023
Q1 		$202K Sell
1,363
-45
-3% -$6.53K 0.03% 145
2022
Q4 		$195K Buy
1,408
+2
+0.1% +$274 0.03% 142
2022
Q3 		$178K Sell
1,406
-27
-2% -$3.81K 0.03% 142
2022
Q2 		$196K Sell
1,433
-167
-10% -$24.8K 0.03% 137
2022
Q1 		$261K Sell
1,600
-203
-11% -$33.2K 0.04% 136
2021
Q4 		$314K Buy
1,803
+24
+1% +$4.12K 0.05% 135
2021
Q3 		$292K Buy
1,779
+160
+10% +$27K 0.05% 150
2021
Q2 		$269K Buy
1,619
+140
+9% +$22.9K 0.04% 150
2021
Q1 		$231K Sell
1,479
-186
-11% -$28.7K 0.04% 172
2020
Q4 		$248K Buy
1,665
+232
+16% +$32.5K 0.05% 163
2020
Q3 		$188K Sell
1,433
-19
-1% -$2.46K 0.04% 174
2020
Q2 		$175K Buy
1,452
+100
+7% +$11.4K 0.04% 185
2020
Q1 		$138K Sell
1,352
-16
-1% -$1.94K 0.03% 176
2019
Q4 		$177K Sell
1,368
-4
-0.3% -$499 0.04% 176
2019
Q3 		$165K Sell
1,372
-14
-1% -$1.67K 0.04% 172
2019
Q2 		$166K Sell
1,386
-6
-0.4% -$709 0.04% 177
2019
Q1 		$162K Buy
1,392
+764
+122% +$85.9K 0.03% 195
2018
Q4 		$65K Buy
+628
New +$69.6K 0.01% 285

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Institutional & Family Asset Management's CRBN Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.7% in Q2 2024, selling an estimated $5.55K and leaving 1,101 shares worth $202K. The position accounts for 0.03% of the portfolio, ranked #147.

Institutional & Family Asset Management first reported a position in CRBN in Q4 2018 and has held it in 23 quarters since. The position peaked at $314K in Q4 2021. 118 funds tracked by Wall St. Rank hold CRBN as of Q2 2024.

  • Institutional & Family Asset Management held 1,101 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $202K as of Q2 2024.
  • Institutional & Family Asset Management sold 31 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2024, an estimated $5.55K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.03% of Institutional & Family Asset Management's portfolio in Q2 2024, its #147 holding.
  • Institutional & Family Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2018 and has held it in 23 quarters since.
  • Institutional & Family Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $314K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.