BSW Wealth Partners Has $9.12 Million Holdings in iShares MSCI ACWI Low Carbon Target ETF $CRBN

BSW Wealth Partners lifted its holdings in iShares MSCI ACWI Low Carbon Target ETF (NYSEARCA:CRBN) by 31.3% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 39,542 shares of the company’s stock after acquiring an additional 9,423 shares during the quarter. iShares MSCI ACWI Low Carbon Target ETF makes up approximately 1.1% of BSW Wealth Partners’ holdings, making the stock its 21st largest holding. BSW Wealth Partners owned about 0.91% of iShares MSCI ACWI Low Carbon Target ETF worth $9,116,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Assetmark Inc. acquired a new position in iShares MSCI ACWI Low Carbon Target ETF during the 4th quarter worth $38,000. Financial Futures Ltd Liability Co. lifted its holdings in iShares MSCI ACWI Low Carbon Target ETF by 12.2% during the 4th quarter. Financial Futures Ltd Liability Co. now owns 1,313 shares of the company’s stock worth $303,000 after buying an additional 143 shares in the last quarter. Aspiriant LLC lifted its holdings in iShares MSCI ACWI Low Carbon Target ETF by 1.7% during the 4th quarter. Aspiriant LLC now owns 116,572 shares of the company’s stock worth $26,873,000 after buying an additional 1,908 shares in the last quarter. Westmount Partners LLC lifted its holdings in iShares MSCI ACWI Low Carbon Target ETF by 3.5% during the 4th quarter. Westmount Partners LLC now owns 4,208 shares of the company’s stock worth $970,000 after buying an additional 142 shares in the last quarter. Finally, Gradient Investments LLC lifted its holdings in iShares MSCI ACWI Low Carbon Target ETF by 5.6% during the 4th quarter. Gradient Investments LLC now owns 7,942 shares of the company’s stock worth $1,831,000 after buying an additional 421 shares in the last quarter.

iShares MSCI ACWI Low Carbon Target ETF Stock Performance

NYSEARCA:CRBN opened at $235.99 on Tuesday. The stock’s fifty day moving average price is $231.13 and its two-hundred day moving average price is $230.96. iShares MSCI ACWI Low Carbon Target ETF has a 52-week low of $178.61 and a 52-week high of $240.77. The company has a market cap of $1.04 billion, a price-to-earnings ratio of -2,145.36 and a beta of 0.93.

iShares MSCI ACWI Low Carbon Target ETF Profile

The iShares MSCI ACWI Low Carbon Target ETF (CRBN) is an exchange-traded fund that is based on the MSCI ACWI Low Carbon Target index. The fund tracks an index of stocks from global firms selected for a bias toward lower carbon emissions. CRBN was launched on Dec 9, 2014 and is managed by BlackRock.