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JP Morgan Private Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

JP Morgan Private Wealth Advisors’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
Q3 		$4.01M Sell
26,660
-1,418
-5% -$221K 0.01% 546
2023
Q2 		$4.39M Sell
28,078
-6,616
-19% -$998K 0.02% 367
2023
Q1 		$5.13M Sell
34,694
-5,121
-13% -$743K 0.01% 580
2022
Q4 		$5.5M Buy
39,815
+7,616
+24% +$1.04M 0.01% 555
2022
Q3 		$4.08M Buy
32,199
+2,959
+10% +$417K 0.01% 615
2022
Q2 		$4M Buy
29,240
+151
+0.5% +$22.4K 0.01% 635
2022
Q1 		$4.75M Sell
29,089
-790
-3% -$129K 0.01% 631
2021
Q4 		$5.2M Buy
29,879
+928
+3% +$159K 0.01% 600
2021
Q3 		$4.76M Buy
28,951
+1,513
+6% +$255K 0.01% 608
2021
Q2 		$4.55M Buy
27,438
+902
+3% +$147K 0.01% 617
2021
Q1 		$4.14M Sell
26,536
-143
-0.5% -$22K 0.01% 558
2020
Q4 		$3.97M Sell
26,679
-1,560
-6% -$219K 0.01% 547
2020
Q3 		$3.7M Sell
28,239
-5,183
-16% -$672K 0.01% 500
2020
Q2 		$4.04M Buy
33,422
+240
+0.7% +$27.4K 0.02% 411
2020
Q1 		$3.39M Buy
33,182
+3,210
+11% +$389K 0.02% 429
2019
Q4 		$3.88M Buy
29,972
+257
+0.9% +$32.1K 0.02% 476
2019
Q3 		$3.57M Sell
29,715
-369
-1% -$44.1K 0.02% 481
2019
Q2 		$3.6M Buy
30,084
+216
+0.7% +$25.5K 0.02% 460
2019
Q1 		$3.48M Buy
29,868
+393
+1% +$44.2K 0.02% 488
2018
Q4 		$3.04M Sell
29,475
-519
-2% -$57.5K 0.02% 475
2018
Q3 		$3.6M Buy
+29,994
New +$3.55M 0.02% 498

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRBN Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 5.1% in Q3 2023, selling an estimated $221K and leaving 26,660 shares worth $4.01M. The position accounts for 0.01% of the portfolio, ranked #546.

JP Morgan Private Wealth Advisors first reported a position in CRBN in Q3 2018 and has held it in 21 quarters since. The position peaked at $5.5M in Q4 2022. 109 funds tracked by Wall St. Rank hold CRBN as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 26,660 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.01M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 1,418 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2023, an estimated $221K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #546 holding.
  • JP Morgan Private Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2018 and has held it in 21 quarters since.
  • JP Morgan Private Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $5.5M in Q4 2022.
  • 109 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.