Kovitz Investment Group Partners
CRBN icon

Kovitz Investment Group Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Kovitz Investment Group 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
Q4 		– Sell
-1,391
Closed -$316K – 626
2025
Q3 		$316K Sell
1,391
-10
-0.7% -$2.18K ﹤0.01% 1179
2025
Q2 		$297K Sell
1,401
-34
-2% -$6.7K ﹤0.01% 1144
2025
Q1 		$274K Sell
1,435
-2
-0.1% -$394 ﹤0.01% 1082
2024
Q4 		$278K Sell
1,437
-10,758
-88% -$2.12M ﹤0.01% 1064
2024
Q3 		$2.39M Buy
+12,195
New +$2.29M 0.02% 469

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AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kovitz Investment Group Partners's CRBN Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 1,391 shares — an estimated $316K sold.

Kovitz Investment Group Partners first reported a position in CRBN in Q3 2024 and held it in 5 quarters. The position peaked at $2.39M in Q3 2024. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 1,391 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $316K.
  • Kovitz Investment Group Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.39M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.