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Mattson Financial Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Mattson Financial Services’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
-91
Closed -$17.4K – 198
2025
Q1 		$17.4K Buy
91
+8
+10% +$1.58K 0.01% 229
2024
Q4 		$16.3K Sell
83
-24
-22% -$4.74K 0.01% 234
2024
Q3 		$19.6K Hold
107
– – 0.01% 190
2024
Q2 		$19.6K Buy
+107
New +$19.1K 0.01% 190

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

Mattson Financial Services's CRBN Position: Q2 2025 in Review

Mattson Financial Services sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2025, closing a stake of 91 shares — an estimated $17.4K sold.

Mattson Financial Services first reported a position in CRBN in Q2 2024 and held it in 4 quarters. The position peaked at $19.6K in Q3 2024. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2025.

  • Mattson Financial Services reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2025 after selling out during the quarter.
  • Mattson Financial Services sold 91 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2025, an estimated $17.4K.
  • Mattson Financial Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2024 and held it in 4 quarters.
  • Mattson Financial Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $19.6K in Q3 2024.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2025.

Based on Mattson Financial Services's 13F filing for Q2 2025, filed 29 Jul 2025.