Atria Wealth Solutions’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-1,247	Closed	-$238K	–	1536
2025 Q1	$238K	Hold	1,247	–	–	﹤0.01%	1612
2024 Q4	$241K	Sell	1,247 -63	-5%	-$12.4K	﹤0.01%	1689
2024 Q3	$257K	Sell	1,310 -32	-2%	-$6K	﹤0.01%	1606
2024 Q2	$246K	Sell	1,342 -195	-13%	-$34.9K	﹤0.01%	1623
2024 Q1	$276K	Hold	1,537	–	–	﹤0.01%	1612
2023 Q4	$254K	Buy	1,537 +6	+0.4%	+$934	﹤0.01%	1619
2023 Q3	$230K	Hold	1,531	–	–	﹤0.01%	1600
2023 Q2	$239K	Buy	1,531 +6	+0.4%	+$905	﹤0.01%	1582
2023 Q1	$226K	Sell	1,525 -20	-1%	-$2.9K	﹤0.01%	1599
2022 Q4	$213K	Buy	+1,545	New	+$212K	﹤0.01%	1573
2022 Q3	–	Sell	-1,540	Closed	-$211K	–	1775
2022 Q2	$211K	Buy	1,540 +186	+14%	+$27.6K	﹤0.01%	1426
2022 Q1	$221K	Buy	+1,354	New	+$221K	﹤0.01%	1521

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NPT

National Philanthropic Trust Jenkintown, Pennsylvania $6.92B AUM 24.7% 1-Year Est. Return

Atria Wealth Solutions's CRBN Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2025, closing a stake of 1,247 shares — an estimated $238K sold.

Atria Wealth Solutions first reported a position in CRBN in Q1 2022 and held it in 12 quarters. The position peaked at $276K in Q1 2024. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2025.

Atria Wealth Solutions reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 1,247 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2025, an estimated $238K.
Atria Wealth Solutions first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2022 and held it in 12 quarters.
Atria Wealth Solutions's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $276K in Q1 2024.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.