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Sandy Spring Bank’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Sandy Spring Bank’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
Q1 		– Sell
-7
Closed -$1.16K – 1255
2023
Q4 		$1.16K Buy
+7
New +$1.09K ﹤0.01% 1056

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Sandy Spring Bank's CRBN Position: Q1 2024 in Review

Sandy Spring Bank sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2024, closing a stake of 7 shares — an estimated $1.16K sold.

Sandy Spring Bank first reported a position in CRBN in Q4 2023 and held it in 1 quarter. The position peaked at $1.16K in Q4 2023. 118 funds tracked by Wall St. Rank hold CRBN as of Q1 2024.

  • Sandy Spring Bank reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 7 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2024, an estimated $1.16K.
  • Sandy Spring Bank first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and held it in 1 quarter.
  • Sandy Spring Bank's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.16K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.