TI
CRBN icon

Truepoint Inc’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Truepoint Inc’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
2024
Q2 		– Sell
-2,113
Closed -$379K – 121
2024
Q1 		$379K Buy
+2,113
New +$362K 0.01% 98

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

Truepoint Inc's CRBN Position: Q2 2024 in Review

Truepoint Inc sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2024, closing a stake of 2,113 shares — an estimated $379K sold.

Truepoint Inc first reported a position in CRBN in Q1 2024 and held it in 1 quarter. The position peaked at $379K in Q1 2024. 118 funds tracked by Wall St. Rank hold CRBN as of Q2 2024.

  • Truepoint Inc reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2024 after selling out during the quarter.
  • Truepoint Inc sold 2,113 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2024, an estimated $379K.
  • Truepoint Inc first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2024 and held it in 1 quarter.
  • Truepoint Inc's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $379K in Q1 2024.
  • 118 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2024.

Based on Truepoint Inc's 13F filing for Q2 2024, filed 5 Aug 2024.