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

SVB Wealth’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 Q4	–	Sell	-413	Closed	-$54K	–	863
2020 Q3	$54K	Hold	413	–	–	﹤0.01%	700
2020 Q2	$49K	Hold	413	–	–	﹤0.01%	596
2020 Q1	$42K	Hold	413	–	–	﹤0.01%	518
2019 Q4	$53K	Buy	+413	New	+$51.5K	﹤0.01%	612

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

SVB Wealth's CRBN Position: Q4 2020 in Review

SVB Wealth sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2020, closing a stake of 413 shares — an estimated $54K sold.

SVB Wealth first reported a position in CRBN in Q4 2019 and held it in 4 quarters. The position peaked at $54K in Q3 2020. 89 funds tracked by Wall St. Rank hold CRBN as of Q4 2020.

SVB Wealth reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2020 after selling out during the quarter.
SVB Wealth sold 413 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2020, an estimated $54K.
SVB Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and held it in 4 quarters.
SVB Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $54K in Q3 2020.
89 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2020.

Based on SVB Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.