Personal Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Personal Wealth Partners’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
2022 Q2	–	Sell	-3,677	Closed	-$600K	–	12
2022 Q1	$600K	Hold	3,677	–	–	0.26%	42
2021 Q4	$640K	Hold	3,677	–	–	0.26%	42
2021 Q3	$604K	Hold	3,677	–	–	0.25%	40
2021 Q2	$610K	Hold	3,677	–	–	0.25%	42
2021 Q1	$574K	Hold	3,677	–	–	0.26%	42
2020 Q4	$547K	Hold	3,677	–	–	0.26%	37
2020 Q3	$482K	Hold	3,677	–	–	0.25%	37
2020 Q2	$444K	Hold	3,677	–	–	0.24%	38
2020 Q1	$376K	Hold	3,677	–	–	0.23%	42
2019 Q4	$476K	Hold	3,677	–	–	0.21%	39
2019 Q3	$442K	Hold	3,677	–	–	0.2%	42
2019 Q2	$440K	Hold	3,677	–	–	0.21%	38
2019 Q1	$429K	Buy	+3,677	New	+$414K	0.23%	38

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

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

FTUS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal Wealth Partners's CRBN Position: Q2 2022 in Review

Personal Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2022, closing a stake of 3,677 shares — an estimated $600K sold.

Personal Wealth Partners first reported a position in CRBN in Q1 2019 and held it in 13 quarters. The position peaked at $640K in Q4 2021. 121 funds tracked by Wall St. Rank hold CRBN as of Q2 2022.

Personal Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 3,677 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2022, an estimated $600K.
Personal Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $640K in Q4 2021.
121 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.