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

Ironwood Financial’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 Q4	–	Sell	-376	Closed	-$62K	–	196
2021 Q3	$62K	Hold	376	–	–	0.02%	180
2021 Q2	$62K	Hold	376	–	–	0.02%	174
2021 Q1	$59K	Buy	376 +5	+1%	+$770	0.02%	166
2020 Q4	$55K	Buy	371 +13	+4%	+$1.82K	0.02%	162
2020 Q3	$47K	Hold	358	–	–	0.02%	120
2020 Q2	$43K	Sell	358 -98	-21%	-$11.2K	0.02%	115
2020 Q1	$47K	Hold	456	–	–	0.03%	87
2019 Q4	$59K	Hold	456	–	–	0.03%	100
2019 Q3	$55K	Hold	456	–	–	0.03%	104
2019 Q2	$55K	Hold	456	–	–	0.03%	102
2019 Q1	$53K	Hold	456	–	–	0.03%	106
2018 Q4	$47K	Hold	456	–	–	0.03%	106
2018 Q3	$55K	Hold	456	–	–	0.03%	101
2018 Q2	$53K	Buy	+456	New	+$53.7K	0.03%	82

Other funds holding CRBN

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return

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

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

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

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

BWP

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

Ironwood Financial's CRBN Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2021, closing a stake of 376 shares — an estimated $62K sold.

Ironwood Financial first reported a position in CRBN in Q2 2018 and held it in 14 quarters. The position peaked at $62K in Q3 2021. 131 funds tracked by Wall St. Rank hold CRBN as of Q4 2021.

Ironwood Financial reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 376 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2021, an estimated $62K.
Ironwood Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2018 and held it in 14 quarters.
Ironwood Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $62K in Q3 2021.
131 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.