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

IFP 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 Q4	–	Sell	-14	Closed	-$3.18K	–	4912
2025 Q3	$3.18K	Hold	14	–	–	﹤0.01%	3492
2025 Q2	$2.96K	Sell	14 -10	-42%	-$1.97K	﹤0.01%	3707
2025 Q1	$4.59K	Buy	+24	New	+$4.73K	﹤0.01%	2874
2023 Q1	–	Sell	-19	Closed	-$2K	–	3570
2022 Q4	$2K	Hold	19	–	–	﹤0.01%	4132
2022 Q3	$2K	Hold	19	–	–	﹤0.01%	4333
2022 Q2	$2K	Hold	19	–	–	﹤0.01%	4098
2022 Q1	$2K	Buy	+19	New	+$3.1K	﹤0.01%	4098
2018 Q4	–	Sell	-98	Closed	-$10.9K	–	3576
2018 Q3	$12K	Hold	98	–	–	﹤0.01%	2732
2018 Q2	$11K	Buy	98 +84	+600%	+$9.89K	﹤0.01%	2823
2018 Q1	$2K	Hold	14	–	–	﹤0.01%	3483
2017 Q4	$2K	Buy	+14	New	+$1.61K	﹤0.01%	3534

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 $3.51B AUM 13.98% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 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

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

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

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

IFP Advisors's CRBN Position: Q4 2025 in Review

IFP Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 14 shares — an estimated $3.18K sold.

IFP Advisors first reported a position in CRBN in Q4 2017 and held it in 11 quarters. The position peaked at $12K in Q3 2018. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

IFP Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
IFP Advisors sold 14 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $3.18K.
IFP Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2017 and held it in 11 quarters.
IFP Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $12K in Q3 2018.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on IFP Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.