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

Arax 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
2025
Q3 		– Sell
-15,148
Closed -$3.21M – 3719
2025
Q2 		$3.21M Buy
+15,148
New +$2.99M 0.15% 112

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Bank of America
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IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Arax Advisory Partners's CRBN Position: Q3 2025 in Review

Arax Advisory Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 15,148 shares — an estimated $3.21M sold.

Arax Advisory Partners first reported a position in CRBN in Q2 2025 and held it in 1 quarter. The position peaked at $3.21M in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • Arax Advisory Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 15,148 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $3.21M.
  • Arax Advisory Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and held it in 1 quarter.
  • Arax Advisory Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $3.21M in Q2 2025.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Arax Advisory Partners's 13F filing for Q3 2025, filed 14 Nov 2025.