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CRBN icon

&Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

&Partners’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
-1,001
Closed -$212K – 2136
2025
Q2 		$212K Sell
1,001
-164
-14% -$32.3K ﹤0.01% 1808
2025
Q1 		$222K Sell
1,165
-224
-16% -$44.1K ﹤0.01% 1574
2024
Q4 		$269K Hold
1,389
– – ﹤0.01% 1392
2024
Q3 		$272K Hold
1,389
– – 0.01% 1150
2024
Q2 		$255K Hold
1,389
– – 0.01% 768
2024
Q1 		$249K Buy
+1,389
New +$238K 0.03% 411
2023
Q4 		– Sell
-1,337
Closed -$201K – 297
2023
Q3 		$201K Buy
+1,337
New +$209K 0.09% 165

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
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

&Partners's CRBN Position: Q3 2025 in Review

&Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 1,001 shares — an estimated $212K sold.

&Partners first reported a position in CRBN in Q3 2023 and held it in 7 quarters. The position peaked at $272K in Q3 2024. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • &Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • &Partners sold 1,001 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $212K.
  • &Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2023 and held it in 7 quarters.
  • &Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $272K in Q3 2024.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on &Partners's 13F filing for Q3 2025, filed 14 Nov 2025.