Raleigh Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Raleigh Capital 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 Q1	–	Sell	-62	Closed	-$12K	–	669
2024 Q4	$12K	Hold	62	–	–	﹤0.01%	574
2024 Q3	$12.2K	Hold	62	–	–	﹤0.01%	548
2024 Q2	$11.4K	Hold	62	–	–	﹤0.01%	548
2024 Q1	$11.1K	Hold	62	–	–	﹤0.01%	541
2023 Q4	$10.3K	Hold	62	–	–	﹤0.01%	582
2023 Q3	$9.31K	Hold	62	–	–	﹤0.01%	548
2023 Q2	$9.7K	Hold	62	–	–	﹤0.01%	491
2023 Q1	$9.17K	Hold	62	–	–	﹤0.01%	520
2022 Q4	$8.56K	Hold	62	–	–	﹤0.01%	465
2022 Q3	$8K	Hold	62	–	–	﹤0.01%	400
2022 Q2	$8K	Hold	62	–	–	﹤0.01%	382
2022 Q1	$10K	Buy	+62	New	+$10.1K	0.01%	373

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

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 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

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

Raleigh Capital Management's CRBN Position: Q1 2025 in Review

Raleigh Capital Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 62 shares — an estimated $12K sold.

Raleigh Capital Management first reported a position in CRBN in Q1 2022 and held it in 12 quarters. The position peaked at $12.2K in Q3 2024. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

Raleigh Capital Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 62 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $12K.
Raleigh Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $12.2K in Q3 2024.
124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.