Stuart Chaussee & Associates’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Stuart Chaussee & Associates’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	-230	Closed	-$28K	–	119
2018 Q3	$28K	Hold	230	–	–	0.02%	59
2018 Q2	$27K	Hold	230	–	–	0.02%	64
2018 Q1	$27K	Hold	230	–	–	0.11%	37
2017 Q4	$27K	Hold	230	–	–	0.02%	46
2017 Q3	$26K	Buy	+230	New	+$25.4K	0.02%	48

Other funds holding CRBN

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

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

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

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

Stuart Chaussee & Associates's CRBN Position: Q4 2018 in Review

Stuart Chaussee & Associates sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2018, closing a stake of 230 shares — an estimated $28K sold.

Stuart Chaussee & Associates first reported a position in CRBN in Q3 2017 and held it in 5 quarters. The position peaked at $28K in Q3 2018. 56 funds tracked by Wall St. Rank hold CRBN as of Q4 2018.

Stuart Chaussee & Associates reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2018 after selling out during the quarter.
Stuart Chaussee & Associates sold 230 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2018, an estimated $28K.
Stuart Chaussee & Associates first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2017 and held it in 5 quarters.
Stuart Chaussee & Associates'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 Stuart Chaussee & Associates's 13F filing for Q4 2018, filed 11 Jan 2019.