Kore Private Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-93	Closed	-$11K	–	442
2020 Q2	$11K	Hold	93	–	–	﹤0.01%	764
2020 Q1	$10K	Sell	93 -117	-56%	-$14.2K	﹤0.01%	687
2019 Q4	$27K	Buy	+210	New	+$26.2K	0.01%	578
2019 Q2	–	Sell	-210	Closed	-$24K	–	346
2019 Q1	$24K	Hold	210	–	–	0.01%	485
2018 Q4	$22K	Buy	+210	New	+$23.3K	0.01%	478

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JMPWA

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

BWP

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Kore Private Wealth's CRBN Position: Q3 2020 in Review

Kore Private Wealth sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2020, closing a stake of 93 shares — an estimated $11K sold.

Kore Private Wealth first reported a position in CRBN in Q4 2018 and held it in 5 quarters. The position peaked at $27K in Q4 2019. 78 funds tracked by Wall St. Rank hold CRBN as of Q3 2020.

Kore Private Wealth reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 93 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2020, an estimated $11K.
Kore Private Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $27K in Q4 2019.
78 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.