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Plante Moran Financial Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Plante Moran Financial Advisors’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
-65
Closed -$13.8K – 808
2025
Q2 		$13.8K Buy
+65
New +$12.8K ﹤0.01% 521
2023
Q2 		– Sell
-56
Closed -$8.28K – 806
2023
Q1 		$8.28K Buy
+56
New +$8.13K ﹤0.01% 586
2022
Q4 		– Sell
-66
Closed -$8K – 882
2022
Q3 		$8K Buy
+66
New +$9.3K ﹤0.01% 614
2019
Q1 		– Sell
-59
Closed -$6K – 799
2018
Q4 		$6K Buy
+59
New +$6.54K ﹤0.01% 568

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

Plante Moran Financial Advisors's CRBN Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 65 shares — an estimated $13.8K sold.

Plante Moran Financial Advisors first reported a position in CRBN in Q4 2018 and held it in 4 quarters. The position peaked at $13.8K in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 65 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $13.8K.
  • Plante Moran Financial Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2018 and held it in 4 quarters.
  • Plante Moran Financial Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $13.8K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.