Principal Securities’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Principal Securities’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
2024 Q2	–	Sell	-60	Closed	-$10.8K	–	3410
2024 Q1	$10.8K	Hold	60	–	–	﹤0.01%	2294
2023 Q4	$9.93K	Buy	+60	New	+$9.34K	﹤0.01%	2243

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

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

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

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

NPT

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

Principal Securities's CRBN Position: Q2 2024 in Review

Principal Securities sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2024, closing a stake of 60 shares — an estimated $10.8K sold.

Principal Securities first reported a position in CRBN in Q4 2023 and held it in 2 quarters. The position peaked at $10.8K in Q1 2024. 118 funds tracked by Wall St. Rank hold CRBN as of Q2 2024.

Principal Securities reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
Principal Securities sold 60 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2024, an estimated $10.8K.
Principal Securities first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and held it in 2 quarters.
Principal Securities's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $10.8K in Q1 2024.
118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2024.

Based on Principal Securities's 13F filing for Q2 2024, filed 31 Jul 2024.