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

Mirsky Financial 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
2021 Q4	$262K	Buy	1,506 +13	+0.9%	+$2.23K	0.11%	48
2021 Q3	$245K	Hold	1,493	–	–	0.11%	42
2021 Q2	$248K	Buy	1,493 +10	+0.7%	+$1.64K	0.11%	44
2021 Q1	$232K	Hold	1,483	–	–	0.11%	41
2020 Q4	$221K	Buy	+1,483	New	+$208K	0.11%	37
2020 Q1	–	Sell	-1,553	Closed	-$201K	–	33
2019 Q4	$201K	Buy	+1,553	New	+$194K	0.13%	34

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

Mirsky Financial Management's CRBN Position: Q4 2021 in Review

Mirsky Financial Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.87% in Q4 2021, buying an estimated $2.23K and bringing the position to 1,506 shares worth $262K. The position accounts for 0.11% of the portfolio, ranked #48.

Mirsky Financial Management first reported a position in CRBN in Q4 2019 and has held it in 6 quarters since. 131 funds tracked by Wall St. Rank hold CRBN as of Q4 2021.

Mirsky Financial Management held 1,506 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $262K as of Q4 2021.
Mirsky Financial Management bought 13 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2021, an estimated $2.23K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.11% of Mirsky Financial Management's portfolio in Q4 2021, its #48 holding.
Mirsky Financial Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 6 quarters since.
131 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2021.

Based on Mirsky Financial Management's 13F filing for Q4 2021, filed 8 Feb 2022.