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Long Run Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Long Run Wealth 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 		$1.05M Buy
4,553
+13
+0.3% +$2.98K 0.2% 66
2025
Q3 		$1.03M Sell
4,540
-235
-5% -$51.3K 0.2% 66
2025
Q2 		$1.01M Sell
4,775
-236
-5% -$46.5K 0.21% 66
2025
Q1 		$958K Sell
5,011
-289
-5% -$56.9K 0.22% 66
2024
Q4 		$1.03M Sell
5,300
-223
-4% -$44K 0.25% 64
2024
Q3 		$1.08M Buy
5,523
+18
+0.3% +$3.38K 0.26% 65
2024
Q2 		$1.01M Sell
5,505
-1,046
-16% -$187K 0.26% 64
2024
Q1 		$1.18M Sell
6,551
-182
-3% -$31.2K 0.31% 57
2023
Q4 		$1.11M Sell
6,733
-287
-4% -$44.7K 0.32% 55
2023
Q3 		$1.05M Sell
7,020
-430
-6% -$67.2K 0.34% 56
2023
Q2 		$1.17M Sell
7,450
-213
-3% -$32.1K 0.37% 53
2023
Q1 		$1.13M Sell
7,663
-157
-2% -$22.8K 0.39% 61
2022
Q4 		$1.08M Buy
7,820
+982
+14% +$135K 0.39% 62
2022
Q3 		$866K Buy
6,838
+279
+4% +$39.3K 0.34% 63
2022
Q2 		$897K Buy
6,559
+481
+8% +$71.5K 0.35% 59
2022
Q1 		$989K Buy
6,078
+212
+4% +$34.6K 0.35% 59
2021
Q4 		$1.02M Buy
+5,866
New +$1.01M 0.36% 59

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
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

Long Run Wealth Advisors's CRBN Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.29% in Q4 2025, buying an estimated $2.98K and bringing the position to 4,553 shares worth $1.05M. The position accounts for 0.2% of the portfolio, ranked #66.

Long Run Wealth Advisors first reported a position in CRBN in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.18M in Q1 2024. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Long Run Wealth Advisors held 4,553 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.05M as of Q4 2025.
  • Long Run Wealth Advisors bought 13 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $2.98K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.2% of Long Run Wealth Advisors's portfolio in Q4 2025, its #66 holding.
  • Long Run Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and has held it in 17 quarters since.
  • Long Run Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.18M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.