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Twin Peaks Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Twin Peaks Wealth 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
Q3 		– Sell
-265
Closed -$57.9K – 579
2025
Q2 		$57.9K Buy
+265
New +$52.2K 0.02% 319

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
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
A
Allianz Munich, Germany $9.02B AUM 28.63% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Twin Peaks Wealth Advisors's CRBN Position: Q3 2025 in Review

Twin Peaks Wealth Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2025, closing a stake of 265 shares — an estimated $57.9K sold.

Twin Peaks Wealth Advisors first reported a position in CRBN in Q2 2025 and held it in 1 quarter. The position peaked at $57.9K in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q3 2025.

  • Twin Peaks Wealth Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q3 2025 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 265 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2025, an estimated $57.9K.
  • Twin Peaks Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $57.9K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2025.

Based on Twin Peaks Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.