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

Phoenix 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 Q1	–	Sell	-10,504	Closed	-$1.45M	–	105
2022 Q4	$1.45M	Buy	+10,504	New	+$1.44M	0.87%	30

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

FTUS

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

Phoenix Wealth Advisors's CRBN Position: Q1 2023 in Review

Phoenix Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2023, closing a stake of 10,504 shares — an estimated $1.45M sold.

Phoenix Wealth Advisors first reported a position in CRBN in Q4 2022 and held it in 1 quarter. The position peaked at $1.45M in Q4 2022. 103 funds tracked by Wall St. Rank hold CRBN as of Q1 2023.

Phoenix Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2023 after selling out during the quarter.
Phoenix Wealth Advisors sold 10,504 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2023, an estimated $1.45M.
Phoenix Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and held it in 1 quarter.
Phoenix Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.45M in Q4 2022.
103 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2023.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2023, filed 5 May 2023.