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Orion Portfolio Solutions’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-490
Closed -$59K – 753
2020
Q2 		$59K Sell
490
-1
-0.2% -$114 ﹤0.01% 665
2020
Q1 		$50K Buy
+491
New +$59.5K ﹤0.01% 592

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Orion Portfolio Solutions's CRBN Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2020, closing a stake of 490 shares — an estimated $59K sold.

Orion Portfolio Solutions first reported a position in CRBN in Q1 2020 and held it in 2 quarters. The position peaked at $59K in Q2 2020. 78 funds tracked by Wall St. Rank hold CRBN as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 490 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2020, an estimated $59K.
  • Orion Portfolio Solutions first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $59K in Q2 2020.
  • 78 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.