MCM
CRBN icon

Maxim Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Maxim Capital 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
2020
Q2 		$1.54M Buy
12,099
+2,771
+30% +$317K 1.38% 15
2020
Q1 		$954K Buy
+9,328
New +$1.13M 0.99% 18

Other funds holding CRBN

IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WU
Wealthsimple US Brooklyn, New York $169M AUM 27.29% 1-Year Est. Return

Maxim Capital Management's CRBN Position: Q2 2020 in Review

Maxim Capital Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 30% in Q2 2020, buying an estimated $317K and bringing the position to 12,099 shares worth $1.54M. The position accounts for 1.38% of the portfolio, ranked #15.

Maxim Capital Management first reported a position in CRBN in Q1 2020 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold CRBN as of Q2 2020.

  • Maxim Capital Management held 12,099 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.54M as of Q2 2020.
  • Maxim Capital Management bought 2,771 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2020, an estimated $317K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 1.38% of Maxim Capital Management's portfolio in Q2 2020, its #15 holding.
  • Maxim Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2020 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2020.

Based on Maxim Capital Management's 13F filing for Q2 2020, filed 14 Aug 2020.