Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2024 Q2	–	Sell	-1,750	Closed	-$300K	–	558
2024 Q1	$300K	Hold	1,750	–	–	﹤0.01%	235
2023 Q4	$291K	Hold	1,750	–	–	﹤0.01%	242
2023 Q3	$264K	Buy	+1,750	New	+$273K	﹤0.01%	253
2019 Q2	–	Sell	-71	Closed	-$8K	–	715
2019 Q1	$8K	Buy	+71	New	+$7.99K	﹤0.01%	570

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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

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

Loring Wolcott & Coolidge Fiduciary Advisors's CRBN Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2024, closing a stake of 1,750 shares — an estimated $300K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CRBN in Q1 2019 and held it in 4 quarters. The position peaked at $300K in Q1 2024. 118 funds tracked by Wall St. Rank hold CRBN as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,750 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2024, an estimated $300K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2019 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $300K in Q1 2024.
118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.