Truist Financial
CRBN icon

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

Truist 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
-1,123
Closed -$217K – 2568
2024
Q4 		$217K Sell
1,123
-28
-2% -$5.53K ﹤0.01% 2347
2024
Q3 		$226K Buy
+1,151
New +$216K ﹤0.01% 2290

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

Truist Financial's CRBN Position: Q1 2025 in Review

Truist Financial sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 1,123 shares — an estimated $217K sold.

Truist Financial first reported a position in CRBN in Q3 2024 and held it in 2 quarters. The position peaked at $226K in Q3 2024. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

  • Truist Financial reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Truist Financial sold 1,123 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $217K.
  • Truist Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and held it in 2 quarters.
  • Truist Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $226K in Q3 2024.
  • 124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Truist Financial's 13F filing for Q1 2025, filed 29 Apr 2025.