MPW
CRBN icon

Monterey Private Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Monterey Private Wealth’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
Q1 		$476K Hold
2,491
– – 0.14% 67
2024
Q4 		$482K Buy
2,491
+28
+1% +$5.53K 0.16% 63
2024
Q3 		$483K Hold
2,463
– – 0.16% 61
2024
Q2 		$451K Buy
2,463
+20
+0.8% +$3.58K 0.17% 63
2024
Q1 		$438K Hold
2,443
– – 0.18% 61
2023
Q4 		$404K Buy
+2,443
New +$380K 0.18% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NPT
National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Monterey Private Wealth's CRBN Position: Q1 2025 in Review

Monterey Private Wealth held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2025 at 2,491 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #67.

Monterey Private Wealth first reported a position in CRBN in Q4 2023 and has held it in 6 quarters since. The position peaked at $483K in Q3 2024. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

  • Monterey Private Wealth held 2,491 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $476K as of Q1 2025.
  • Monterey Private Wealth left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2025.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.14% of Monterey Private Wealth's portfolio in Q1 2025, its #67 holding.
  • Monterey Private Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 6 quarters since.
  • Monterey Private Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $483K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.