Ten Capital Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ten Capital Wealth Advisors’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
2023 Q2	–	Sell	-32	Closed	-$4.73K	–	250
2023 Q1	$4.73K	Hold	32	–	–	﹤0.01%	425
2022 Q4	$4.42K	Hold	32	–	–	﹤0.01%	395
2022 Q3	$4K	Hold	32	–	–	﹤0.01%	426
2022 Q2	$4K	Hold	32	–	–	﹤0.01%	345
2022 Q1	$5K	Hold	32	–	–	﹤0.01%	367
2021 Q4	$6K	Hold	32	–	–	﹤0.01%	353
2021 Q3	$5K	Hold	32	–	–	﹤0.01%	319
2021 Q2	$5K	Hold	32	–	–	﹤0.01%	366
2021 Q1	$4K	Buy	+32	New	+$4.93K	﹤0.01%	305

Other funds holding CRBN

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

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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Ten Capital Wealth Advisors's CRBN Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2023, closing a stake of 32 shares — an estimated $4.73K sold.

Ten Capital Wealth Advisors first reported a position in CRBN in Q1 2021 and held it in 9 quarters. The position peaked at $6K in Q4 2021. 105 funds tracked by Wall St. Rank hold CRBN as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 32 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2023, an estimated $4.73K.
Ten Capital Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 9 quarters.
Ten Capital Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $6K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.