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Mascoma Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Mascoma Wealth Management’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
2026
Q1 		– Sell
-10
Closed -$2.31K – 526
2025
Q4 		$2.31K Hold
10
– – ﹤0.01% 409
2025
Q3 		$2.27K Hold
10
– – ﹤0.01% 419
2025
Q2 		$2.12K Hold
10
– – ﹤0.01% 435
2025
Q1 		$1.91K Hold
10
– – ﹤0.01% 456
2024
Q4 		$1.94K Hold
10
– – ﹤0.01% 475
2024
Q3 		$1.96K Hold
10
– – ﹤0.01% 429
2024
Q2 		$1.83K Hold
10
– – ﹤0.01% 466
2024
Q1 		$1.79K Hold
10
– – ﹤0.01% 430
2023
Q4 		$1.66K Hold
10
– – ﹤0.01% 444
2023
Q3 		$1.5K Hold
10
– – ﹤0.01% 473
2023
Q2 		$1.58K Sell
10
-34
-77% -$5.13K ﹤0.01% 451
2023
Q1 		$6.63K Sell
44
-75
-63% -$10.9K ﹤0.01% 449
2022
Q4 		$16.4K Hold
119
– – 0.01% 354
2022
Q3 		$15K Hold
119
– – 0.01% 356
2022
Q2 		$16K Hold
119
– – 0.01% 364
2022
Q1 		$19K Buy
119
+34
+40% +$5.55K 0.01% 372
2021
Q4 		$15K Sell
85
-77
-48% -$13.2K 0.01% 363
2021
Q3 		$27K Buy
+162
New +$27.3K 0.01% 259
2021
Q2 		– Sell
-160
Closed -$25K – 171
2021
Q1 		$25K Buy
+160
New +$24.6K 0.01% 272
2019
Q3 		$215K Buy
1,789
+228
+15% +$27.2K 0.14% 73
2019
Q2 		$187K Buy
1,561
+169
+12% +$20K 0.12% 80
2019
Q1 		$162K Hold
1,392
– – 0.11% 76
2018
Q4 		$143K Buy
1,392
+199
+17% +$22.1K 0.11% 77
2018
Q3 		$143K Buy
1,193
+297
+33% +$35.1K 0.09% 94
2018
Q2 		$103K Buy
896
+23
+3% +$2.71K 0.07% 109
2018
Q1 		$102K Buy
+873
New +$105K 0.07% 112

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Mascoma Wealth Management's CRBN Position: Q1 2026 in Review

Mascoma Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2026, closing a stake of 10 shares — an estimated $2.31K sold.

Mascoma Wealth Management first reported a position in CRBN in Q1 2018 and held it in 26 quarters. The position peaked at $215K in Q3 2019. 129 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Mascoma Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 10 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $2.31K.
  • Mascoma Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and held it in 26 quarters.
  • Mascoma Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $215K in Q3 2019.
  • 129 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Mascoma Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.