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NewEdge Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

NewEdge 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
Q1 		– Sell
-122
Closed -$16.9K – 3555
2022
Q4 		$16.9K Buy
+122
New +$16.7K ﹤0.01% 2180

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NewEdge Advisors's CRBN Position: Q1 2023 in Review

NewEdge Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2023, closing a stake of 122 shares — an estimated $16.9K sold.

NewEdge Advisors first reported a position in CRBN in Q4 2022 and held it in 1 quarter. The position peaked at $16.9K in Q4 2022. 103 funds tracked by Wall St. Rank hold CRBN as of Q1 2023.

  • NewEdge Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 122 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2023, an estimated $16.9K.
  • NewEdge Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $16.9K in Q4 2022.
  • 103 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.