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

Savvy Advisors Inc’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
Q4 		– Sell
-1,118
Closed -$219K – 454
2024
Q3 		$219K Sell
1,118
-54
-5% -$10.1K 0.04% 318
2024
Q2 		$215K Sell
1,172
-10
-0.8% -$1.79K 0.07% 281
2024
Q1 		$212K Buy
+1,182
New +$203K 0.12% 208

Other funds holding CRBN

Betterment LLC
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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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Savvy Advisors Inc's CRBN Position: Q4 2024 in Review

Savvy Advisors Inc sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2024, closing a stake of 1,118 shares — an estimated $219K sold.

Savvy Advisors Inc first reported a position in CRBN in Q1 2024 and held it in 3 quarters. The position peaked at $219K in Q3 2024. 127 funds tracked by Wall St. Rank hold CRBN as of Q4 2024.

  • Savvy Advisors Inc reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2024 after selling out during the quarter.
  • Savvy Advisors Inc sold 1,118 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2024, an estimated $219K.
  • Savvy Advisors Inc first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2024 and held it in 3 quarters.
  • Savvy Advisors Inc's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $219K in Q3 2024.
  • 127 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2024.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.