Shine Investment Advisory Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$55K	Hold	423	–	–	0.02%	277
2020 Q2	$51K	Hold	423	–	–	0.02%	283
2020 Q1	$43K	Buy	423 +47	+13%	+$5.7K	0.02%	287
2019 Q4	$49K	Buy	376 +7	+2%	+$873	0.02%	326
2019 Q3	$44K	Buy	369 +9	+3%	+$1.07K	0.02%	329
2019 Q2	$43K	Hold	360	–	–	0.02%	329
2019 Q1	$42K	Buy	360 +45	+14%	+$5.06K	0.02%	331
2018 Q4	$32K	Hold	315	–	–	0.02%	347
2018 Q3	$38K	Hold	315	–	–	0.02%	342
2018 Q2	$36K	Hold	315	–	–	0.02%	365
2018 Q1	$37K	Buy	+315	New	+$37.7K	0.02%	357

Other funds holding CRBN

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Shine Investment Advisory Services's CRBN Position: Q3 2020 in Review

Shine Investment Advisory Services held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q3 2020 at 423 shares worth $55K. The position accounts for 0.02% of the portfolio, ranked #277.

Shine Investment Advisory Services first reported a position in CRBN in Q1 2018 and has held it in 11 quarters since. 78 funds tracked by Wall St. Rank hold CRBN as of Q3 2020.

Shine Investment Advisory Services held 423 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $55K as of Q3 2020.
Shine Investment Advisory Services left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q3 2020.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #277 holding.
Shine Investment Advisory Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and has held it in 11 quarters since.
78 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.