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RBC Europe’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

RBC Europe’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
2019
Q3 		– Sell
-138
Closed -$16.5K – 1065
2019
Q2 		$16.5K Hold
138
– – ﹤0.01% 688
2019
Q1 		$16.1K Hold
138
– – ﹤0.01% 705
2018
Q4 		$14.2K Hold
138
– – ﹤0.01% 713
2018
Q3 		$16.6K Hold
138
– – ﹤0.01% 724
2018
Q2 		$15.9K Hold
138
– – ﹤0.01% 729
2018
Q1 		$16.1K Hold
138
– – ﹤0.01% 716
2017
Q4 		$16.1K Hold
138
– – ﹤0.01% 740
2017
Q3 		$15.5K Buy
+138
New +$15.2K ﹤0.01% 743

Other funds holding CRBN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

RBC Europe's CRBN Position: Q3 2019 in Review

RBC Europe sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2019, closing a stake of 138 shares — an estimated $16.5K sold.

RBC Europe first reported a position in CRBN in Q3 2017 and held it in 8 quarters. The position peaked at $16.6K in Q3 2018. 69 funds tracked by Wall St. Rank hold CRBN as of Q3 2019.

  • RBC Europe reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2019 after selling out during the quarter.
  • RBC Europe sold 138 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2019, an estimated $16.5K.
  • RBC Europe first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2017 and held it in 8 quarters.
  • RBC Europe's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $16.6K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2019.

Based on RBC Europe's 13F filing for Q3 2019, filed 9 Nov 2023.