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

Root Financial 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
Q4 		– Sell
-920
Closed -$209K – 2452
2025
Q3 		$209K Buy
+920
New +$201K 0.01% 274

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Root Financial Partners's CRBN Position: Q4 2025 in Review

Root Financial Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 920 shares — an estimated $209K sold.

Root Financial Partners first reported a position in CRBN in Q3 2025 and held it in 1 quarter. The position peaked at $209K in Q3 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Root Financial Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Root Financial Partners sold 920 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $209K.
  • Root Financial Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and held it in 1 quarter.
  • Root Financial Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $209K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Root Financial Partners's 13F filing for Q4 2025, filed 10 Feb 2026.