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

PrairieView 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 Q2	$123K	Hold	581	–	–	0.01%	151
2025 Q1	$111K	Hold	581	–	–	0.01%	152
2024 Q4	$112K	Hold	581	–	–	0.01%	154
2024 Q3	$113K	Hold	581	–	–	0.01%	148
2024 Q2	$106K	Hold	581	–	–	0.01%	157
2024 Q1	$105K	Hold	581	–	–	0.01%	141
2023 Q4	$96K	Hold	581	–	–	0.01%	137
2023 Q3	$87K	Hold	581	–	–	0.01%	140
2023 Q2	$90K	Hold	581	–	–	0.01%	160
2023 Q1	$85K	Hold	581	–	–	0.01%	151
2022 Q4	$80K	Sell	581 -198	-25%	-$27.1K	0.01%	152
2022 Q3	$99K	Hold	779	–	–	0.02%	131
2022 Q2	$107K	Hold	779	–	–	0.02%	139
2022 Q1	$127K	Sell	779 -32	-4%	-$5.23K	0.02%	131
2021 Q4	$141K	Hold	811	–	–	0.02%	119
2021 Q3	$133K	Buy	811 +202	+33%	+$34.1K	0.02%	115
2021 Q2	$101K	Buy	609 +15	+3%	+$2.45K	0.02%	130
2021 Q1	$93K	Hold	594	–	–	0.01%	130
2020 Q4	$88K	Buy	594 +80	+16%	+$11.2K	0.02%	124
2020 Q3	$67K	Buy	+514	New	+$66.6K	0.01%	126

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PrairieView Partners's CRBN Position: Q2 2025 in Review

PrairieView Partners held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2025 at 581 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #151.

PrairieView Partners first reported a position in CRBN in Q3 2020 and has held it in 20 quarters since. The position peaked at $141K in Q4 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2025.

PrairieView Partners held 581 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $123K as of Q2 2025.
PrairieView Partners left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2025.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of PrairieView Partners's portfolio in Q2 2025, its #151 holding.
PrairieView Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2020 and has held it in 20 quarters since.
PrairieView Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $141K in Q4 2021.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.