FHA
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First Horizon Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

First Horizon 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
Q2 		– Sell
-72
Closed -$13.9K – 2357
2025
Q1 		$13.9K Hold
72
– – ﹤0.01% 1475
2024
Q4 		$14K Sell
72
-6
-8% -$1.19K ﹤0.01% 1470
2024
Q3 		$15.4K Hold
78
– – ﹤0.01% 1472
2024
Q2 		$14.4K Buy
78
+1
+1% +$179 ﹤0.01% 1400
2024
Q1 		$14K Hold
77
– – ﹤0.01% 1468
2023
Q4 		$12.9K Sell
77
-9
-10% -$1.4K ﹤0.01% 1504
2023
Q3 		$12.9K Hold
86
– – ﹤0.01% 1417
2023
Q2 		$13.5K Buy
86
+1
+1% +$151 ﹤0.01% 1427
2023
Q1 		$12.6K Sell
85
-356
-81% -$51.7K ﹤0.01% 1463
2022
Q4 		$61K Sell
441
-1,440
-77% -$197K ﹤0.01% 781
2022
Q3 		$238K Sell
1,881
-2,754
-59% -$388K 0.01% 406
2022
Q2 		$634K Buy
+4,635
New +$689K 0.02% 297
2022
Q1 		– Sell
-4,504
Closed -$783K – 1815
2021
Q4 		$783K Buy
4,504
+29
+0.6% +$4.98K 0.02% 294
2021
Q3 		$735K Buy
4,475
+324
+8% +$54.6K 0.02% 294
2021
Q2 		$689K Sell
4,151
-566
-12% -$92.5K 0.04% 228
2021
Q1 		$736K Hold
4,717
– – 0.04% 213
2020
Q4 		$701K Buy
4,717
+22
+0.5% +$3.08K 0.05% 192
2020
Q3 		$615K Hold
4,695
– – 0.05% 191
2020
Q2 		$567K Buy
4,695
+3,105
+195% +$355K 0.04% 195
2020
Q1 		$162K Buy
1,590
+92
+6% +$11.2K 0.02% 312
2019
Q4 		$193K Buy
1,498
+1
+0.1% +$125 0.01% 348
2019
Q3 		$179K Buy
1,497
+227
+18% +$27.1K 0.01% 343
2019
Q2 		$152K Buy
1,270
+4
+0.3% +$473 0.01% 377
2019
Q1 		$147K Buy
1,266
+104
+9% +$11.7K 0.01% 369
2018
Q4 		$119K Buy
1,162
+2
+0.2% +$222 0.01% 392
2018
Q3 		$139K Hold
1,160
– – 0.01% 410
2018
Q2 		$133K Buy
1,160
+1
+0.1% +$118 0.01% 407
2018
Q1 		$136K Buy
+1,159
New +$139K 0.01% 348

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 $4.05B AUM 19.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return

First Horizon Advisors's CRBN Position: Q2 2025 in Review

First Horizon Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2025, closing a stake of 72 shares — an estimated $13.9K sold.

First Horizon Advisors first reported a position in CRBN in Q1 2018 and held it in 28 quarters. The position peaked at $783K in Q4 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2025.

  • First Horizon Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • First Horizon Advisors sold 72 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2025, an estimated $13.9K.
  • First Horizon Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 28 quarters.
  • First Horizon Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $783K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.