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Transcend Capital Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Transcend Capital 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
Q4 		– Sell
-1,627
Closed -$369K – 703
2025
Q3 		$369K Hold
1,627
– – 0.03% 461
2025
Q2 		$345K Buy
1,627
+57
+4% +$11.2K 0.03% 421
2025
Q1 		$300K Buy
1,570
+50
+3% +$9.85K 0.02% 473
2024
Q4 		$294K Buy
+1,520
New +$300K 0.02% 441

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 $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
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
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Transcend Capital Advisors's CRBN Position: Q4 2025 in Review

Transcend Capital Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 1,627 shares — an estimated $369K sold.

Transcend Capital Advisors first reported a position in CRBN in Q4 2024 and held it in 4 quarters. The position peaked at $369K in Q3 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Transcend Capital Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Transcend Capital Advisors sold 1,627 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $369K.
  • Transcend Capital Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and held it in 4 quarters.
  • Transcend Capital Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $369K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Transcend Capital Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.