RWA Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

RWA Wealth Partners’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
2018 Q3	–	Sell	-301	Closed	-$35K	–	329
2018 Q2	$35K	Hold	301	–	–	﹤0.01%	463
2018 Q1	$35K	Buy	+301	New	+$36.1K	﹤0.01%	374

Other funds holding CRBN

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

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

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

JMPWA

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MLIC

Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Rational Advisors Huntington, New York $980M AUM 9.86% 1-Year Est. Return

RWA Wealth Partners's CRBN Position: Q3 2018 in Review

RWA Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2018, closing a stake of 301 shares — an estimated $35K sold.

RWA Wealth Partners first reported a position in CRBN in Q1 2018 and held it in 2 quarters. The position peaked at $35K in Q2 2018. 58 funds tracked by Wall St. Rank hold CRBN as of Q3 2018.

RWA Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2018 after selling out during the quarter.
RWA Wealth Partners sold 301 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2018, an estimated $35K.
RWA Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 2 quarters.
RWA Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $35K in Q2 2018.
58 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.