Moss Adams Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Moss Adams 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 Q4	–	Sell	-10	Closed	-$1.5K	–	127
2023 Q3	$1.5K	Hold	10	–	–	﹤0.01%	159
2023 Q2	$1.56K	Hold	10	–	–	﹤0.01%	135
2023 Q1	$1.48K	Hold	10	–	–	﹤0.01%	161
2022 Q4	$1.38K	Buy	+10	New	+$1.37K	﹤0.01%	165

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Moss Adams Wealth Advisors's CRBN Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2023, closing a stake of 10 shares — an estimated $1.5K sold.

Moss Adams Wealth Advisors first reported a position in CRBN in Q4 2022 and held it in 4 quarters. The position peaked at $1.56K in Q2 2023. 113 funds tracked by Wall St. Rank hold CRBN as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 10 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2023, an estimated $1.5K.
Moss Adams Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.56K in Q2 2023.
113 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.