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TD Waterhouse Canada’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

TD Waterhouse Canada’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
2022
Q4 		– Sell
-105
Closed -$18.5K – 1713
2022
Q3 		$18.5K Sell
105
-5
-5% -$705 ﹤0.01% 1122
2022
Q2 		$19.5K Sell
110
-33
-23% -$4.9K ﹤0.01% 1122
2022
Q1 		$29.5K Buy
143
+4
+3% +$653 ﹤0.01% 1087
2021
Q4 		$30.9K Buy
+139
New +$23.9K ﹤0.01% 1107

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 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

TD Waterhouse Canada's CRBN Position: Q4 2022 in Review

TD Waterhouse Canada sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2022, closing a stake of 105 shares — an estimated $18.5K sold.

TD Waterhouse Canada first reported a position in CRBN in Q4 2021 and held it in 4 quarters. The position peaked at $30.9K in Q4 2021. 111 funds tracked by Wall St. Rank hold CRBN as of Q4 2022.

  • TD Waterhouse Canada reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 105 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2022, an estimated $18.5K.
  • TD Waterhouse Canada first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 4 quarters.
  • TD Waterhouse Canada's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $30.9K in Q4 2021.
  • 111 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2022.

Based on TD Waterhouse Canada's 13F filing for Q4 2022, filed 13 Nov 2023.