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

PSI 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
2022 Q4	–	Sell	-55	Closed	-$7K	–	782
2022 Q3	$7K	Hold	55	–	–	﹤0.01%	481
2022 Q2	$8K	Buy	55 +1	+2%	+$149	﹤0.01%	493
2022 Q1	$9K	Hold	54	–	–	﹤0.01%	478
2021 Q4	$9K	Hold	54	–	–	﹤0.01%	510
2021 Q3	$9K	Buy	+54	New	+$9.11K	﹤0.01%	501
2020 Q1	–	Sell	-52	Closed	-$6K	–	200
2019 Q4	$6K	Buy	+52	New	+$6.49K	﹤0.01%	518

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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 $3.51B AUM 13.98% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

PSI Advisors's CRBN Position: Q4 2022 in Review

PSI Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2022, closing a stake of 55 shares — an estimated $7K sold.

PSI Advisors first reported a position in CRBN in Q4 2019 and held it in 6 quarters. The position peaked at $9K in Q1 2022. 111 funds tracked by Wall St. Rank hold CRBN as of Q4 2022.

PSI Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 55 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2022, an estimated $7K.
PSI Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and held it in 6 quarters.
PSI Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $9K in Q1 2022.
111 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.