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Trillium Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Trillium Asset Management’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
Q1 		– Sell
-5,393
Closed -$938K – 240
2021
Q4 		$938K Buy
+5,393
New +$926K 0.02% 189

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FTUS
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IL
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Trillium Asset Management's CRBN Position: Q1 2022 in Review

Trillium Asset Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 5,393 shares — an estimated $938K sold.

Trillium Asset Management first reported a position in CRBN in Q4 2021 and held it in 1 quarter. The position peaked at $938K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

  • Trillium Asset Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
  • Trillium Asset Management sold 5,393 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $938K.
  • Trillium Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 1 quarter.
  • Trillium Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $938K in Q4 2021.
  • 122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Trillium Asset Management's 13F filing for Q1 2022, filed 4 May 2022.