Sowell Financial Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-135	Closed	-$22K	–	964
2021 Q1	$22K	Hold	135	–	–	﹤0.01%	2018
2020 Q4	$20K	Hold	135	–	–	﹤0.01%	1740
2020 Q3	$18K	Hold	135	–	–	﹤0.01%	1597
2020 Q2	$16K	Hold	135	–	–	﹤0.01%	1529
2020 Q1	$14K	Hold	135	–	–	﹤0.01%	1497
2019 Q4	$17K	Hold	135	–	–	﹤0.01%	1487
2019 Q3	$16K	Buy	+135	New	+$16.1K	﹤0.01%	1359

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

JMPWA

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

Sowell Financial Services's CRBN Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2021, closing a stake of 135 shares — an estimated $22K sold.

Sowell Financial Services first reported a position in CRBN in Q3 2019 and held it in 7 quarters. The position peaked at $22K in Q1 2021. 109 funds tracked by Wall St. Rank hold CRBN as of Q2 2021.

Sowell Financial Services reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 135 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2021, an estimated $22K.
Sowell Financial Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $22K in Q1 2021.
109 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.