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Wealthspire Advisors (Maryland)’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-84
Closed -$10K – 786
2019
Q1 		$10K Hold
84
– – ﹤0.01% 1520
2018
Q4 		$9K Hold
84
– – ﹤0.01% 1495
2018
Q3 		$10K Buy
+84
New +$9.94K ﹤0.01% 1511

Other funds holding CRBN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MLIC
Mandatum Life Insurance Company Helsinki, Finland $445M AUM 26.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CRBN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2019, closing a stake of 84 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in CRBN in Q3 2018 and held it in 3 quarters. The position peaked at $10K in Q1 2019. 59 funds tracked by Wall St. Rank hold CRBN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 84 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $10K in Q1 2019.
  • 59 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.