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

Modera 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
2025
Q3 		– Sell
-1,466
Closed -$311K – 652
2025
Q2 		$311K Buy
+1,466
New +$289K ﹤0.01% 531

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Modera Wealth Management's CRBN Position: Q3 2025 in Review

Modera Wealth Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 1,466 shares — an estimated $311K sold.

Modera Wealth Management first reported a position in CRBN in Q2 2025 and held it in 1 quarter. The position peaked at $311K in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • Modera Wealth Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Modera Wealth Management sold 1,466 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $311K.
  • Modera Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and held it in 1 quarter.
  • Modera Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $311K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Modera Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.