PRW Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

PRW Wealth Management’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
2021 Q3	–	Sell	-3,673	Closed	-$610K	–	130
2021 Q2	$610K	Buy	+3,673	New	+$601K	0.18%	138

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

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

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PRW Wealth Management's CRBN Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2021, closing a stake of 3,673 shares — an estimated $610K sold.

PRW Wealth Management first reported a position in CRBN in Q2 2021 and held it in 1 quarter. The position peaked at $610K in Q2 2021. 113 funds tracked by Wall St. Rank hold CRBN as of Q3 2021.

PRW Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 3,673 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2021, an estimated $610K.
PRW Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2021 and held it in 1 quarter.
PRW Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $610K in Q2 2021.
113 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.