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Concord Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Concord Wealth 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
-400
Closed -$84.7K – 842
2025
Q2 		$84.7K Buy
+400
New +$78.8K 0.01% 284
2025
Q1 		– Sell
-52
Closed -$10.1K – 845
2024
Q4 		$10.1K Sell
52
-39
-43% -$7.7K ﹤0.01% 527
2024
Q3 		$17.8K Sell
91
-87
-49% -$16.3K ﹤0.01% 489
2024
Q2 		$32.6K Sell
178
-474
-73% -$84.8K 0.01% 362
2024
Q1 		$117K Buy
652
+365
+127% +$62.5K 0.02% 257
2023
Q4 		$47.5K Sell
287
-488
-63% -$75.9K 0.01% 364
2023
Q3 		$116K Sell
775
-200
-21% -$31.2K 0.02% 264
2023
Q2 		$152K Buy
975
+64
+7% +$9.66K 0.03% 220
2023
Q1 		$135K Sell
911
-141
-13% -$20.5K 0.04% 212
2022
Q4 		$145K Buy
+1,052
New +$144K 0.04% 199
2022
Q3 		– Sell
-1,189
Closed -$163K – 345
2022
Q2 		$163K Sell
1,189
-159
-12% -$23.6K 0.04% 185
2022
Q1 		$220K Sell
1,348
-30
-2% -$4.9K 0.06% 167
2021
Q4 		$240K Buy
1,378
+21
+2% +$3.6K 0.06% 163
2021
Q3 		$223K Sell
1,357
-576
-30% -$97.1K 0.09% 82
2021
Q2 		$321K Sell
1,933
-508
-21% -$83.1K 0.09% 94
2021
Q1 		$381K Sell
2,441
-498
-17% -$76.7K 0.13% 82
2020
Q4 		$437K Buy
+2,939
New +$412K 0.34% 35

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Concord Wealth Partners's CRBN Position: Q3 2025 in Review

Concord Wealth Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 400 shares — an estimated $84.7K sold.

Concord Wealth Partners first reported a position in CRBN in Q4 2020 and held it in 17 quarters. The position peaked at $437K in Q4 2020. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • Concord Wealth Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 400 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $84.7K.
  • Concord Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and held it in 17 quarters.
  • Concord Wealth Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $437K in Q4 2020.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Concord Wealth Partners's 13F filing for Q3 2025, filed 5 Nov 2025.