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Wealthspire Advisors (New York)’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Wealthspire Advisors (New York)’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
-702
Closed -$159K – 1423
2025
Q3 		$159K Buy
+702
New +$153K ﹤0.01% 871

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 $9.48B AUM 23.58% 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

Wealthspire Advisors (New York)'s CRBN Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 702 shares — an estimated $159K sold.

Wealthspire Advisors (New York) first reported a position in CRBN in Q3 2025 and held it in 1 quarter. The position peaked at $159K in Q3 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 702 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $159K.
  • Wealthspire Advisors (New York) first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $159K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.