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

Zevin 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	-1,615	Closed	-$281K	–	91
2021 Q4	$281K	Hold	1,615	–	–	0.05%	80
2021 Q3	$265K	Hold	1,615	–	–	0.05%	84
2021 Q2	$268K	Hold	1,615	–	–	0.05%	85
2021 Q1	$252K	Hold	1,615	–	–	0.06%	80
2020 Q4	$240K	Hold	1,615	–	–	0.06%	76
2020 Q3	$212K	Buy	+1,615	New	+$209K	0.06%	83

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

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

Zevin Asset Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2022, closing a stake of 1,615 shares — an estimated $281K sold.

Zevin Asset Management first reported a position in CRBN in Q3 2020 and held it in 6 quarters. The position peaked at $281K in Q4 2021. 122 funds tracked by Wall St. Rank hold CRBN as of Q1 2022.

Zevin Asset Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2022 after selling out during the quarter.
Zevin Asset Management sold 1,615 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2022, an estimated $281K.
Zevin Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2020 and held it in 6 quarters.
Zevin Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $281K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2022.

Based on Zevin Asset Management's 13F filing for Q1 2022, filed 5 May 2022.