Wealthcare Advisory Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Wealthcare Advisory Partners’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	-1,167	Closed	-$203K	–	548
2021 Q4	$203K	Buy	+1,167	New	+$200K	0.01%	542
2021 Q2	–	Sell	-805	Closed	-$126K	–	807
2021 Q1	$126K	Buy	+805	New	+$124K	0.01%	599

Other funds holding CRBN

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

CIG

Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 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

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

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

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

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

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

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Wealthcare Advisory Partners's CRBN Position: Q1 2022 in Review

Wealthcare Advisory Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 1,167 shares — an estimated $203K sold.

Wealthcare Advisory Partners first reported a position in CRBN in Q1 2021 and held it in 2 quarters. The position peaked at $203K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

Wealthcare Advisory Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,167 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $203K.
Wealthcare Advisory Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 2 quarters.
Wealthcare Advisory Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $203K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2022, filed 15 Apr 2022.