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

Roxbury Financial’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
-54
Closed -$11K – 365
2024
Q4 		$11K Buy
+54
New +$10.7K 0.01% 296

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
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

Roxbury Financial's CRBN Position: Q1 2025 in Review

Roxbury Financial sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 54 shares — an estimated $11K sold.

Roxbury Financial first reported a position in CRBN in Q4 2024 and held it in 1 quarter. The position peaked at $11K in Q4 2024. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

  • Roxbury Financial reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Roxbury Financial sold 54 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $11K.
  • Roxbury Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and held it in 1 quarter.
  • Roxbury Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $11K in Q4 2024.
  • 124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Roxbury Financial's 13F filing for Q1 2025, filed 9 Apr 2025.