Choate Investment Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Choate Investment Advisors’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	-735	Closed	-$156K	–	434
2025 Q2	$156K	Buy	+735	New	+$145K	﹤0.01%	410
2023 Q4	–	Sell	-735	Closed	-$110K	–	390
2023 Q3	$110K	Hold	735	–	–	﹤0.01%	372
2023 Q2	$115K	Hold	735	–	–	﹤0.01%	298
2023 Q1	$109K	Hold	735	–	–	0.01%	272
2022 Q4	$102K	Hold	735	–	–	0.01%	285
2022 Q3	$93K	Hold	735	–	–	0.01%	253
2022 Q2	$101K	Buy	+735	New	+$109K	0.01%	268
2020 Q4	–	Sell	-735	Closed	-$96K	–	287
2020 Q3	$96K	Buy	+735	New	+$95.3K	0.01%	249

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Choate Investment Advisors's CRBN Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 735 shares — an estimated $156K sold.

Choate Investment Advisors first reported a position in CRBN in Q3 2020 and held it in 8 quarters. The position peaked at $156K in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

Choate Investment Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 735 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $156K.
Choate Investment Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2020 and held it in 8 quarters.
Choate Investment Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $156K in Q2 2025.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.