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

Veritable’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	-7,330	Closed	-$928K	–	872
2022 Q3	$928K	Hold	7,330	–	–	0.02%	364
2022 Q2	$1M	Buy	+7,330	New	+$1.09M	0.02%	378
2016 Q4	–	Sell	-2,102	Closed	-$204K	–	747
2016 Q3	$204K	Buy	+2,102	New	+$202K	0.01%	692

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 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

Veritable's CRBN Position: Q4 2022 in Review

Veritable sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2022, closing a stake of 7,330 shares — an estimated $928K sold.

Veritable first reported a position in CRBN in Q3 2016 and held it in 3 quarters. The position peaked at $1M in Q2 2022. 111 funds tracked by Wall St. Rank hold CRBN as of Q4 2022.

Veritable reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Veritable sold 7,330 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2022, an estimated $928K.
Veritable first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2016 and held it in 3 quarters.
Veritable's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1M in Q2 2022.
111 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2022.

Based on Veritable's 13F filing for Q4 2022, filed 14 Feb 2023.