SWP
CRBN icon

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

Stratos 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
Q4 		– Sell
-233
Closed -$28K – 1124
2018
Q3 		$28K Buy
+233
New +$27.6K ﹤0.01% 1709
2018
Q2 		– Sell
-218
Closed -$25K – 1271
2018
Q1 		$25K Buy
+218
New +$26.1K ﹤0.01% 1921

Other funds holding CRBN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HGI
Hansberger Growth Investors Madison, Wisconsin $88.2M AUM 24.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return

Stratos Wealth Partners's CRBN Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2018, closing a stake of 233 shares — an estimated $28K sold.

Stratos Wealth Partners first reported a position in CRBN in Q1 2018 and held it in 2 quarters. The position peaked at $28K in Q3 2018. 56 funds tracked by Wall St. Rank hold CRBN as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 233 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2018, an estimated $28K.
  • Stratos Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 2 quarters.
  • Stratos Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $28K in Q3 2018.
  • 56 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.