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

Wolf Group 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
Q1 		– Sell
-2,864
Closed -$448K – 171
2024
Q4 		$448K Hold
2,864
– – 0.22% 84
2024
Q3 		$448K Buy
+2,864
New +$537K 0.21% 85
2024
Q2 		– Sell
-2,864
Closed -$448K – 132
2024
Q1 		$448K Hold
2,864
– – 0.21% 85
2023
Q4 		$448K Buy
+2,864
New +$446K 0.21% 85
2023
Q3 		– Sell
-2,864
Closed -$432K – 106
2023
Q2 		$432K Buy
2,864
+594
+26% +$89.6K 0.22% 85
2023
Q1 		$336K Buy
2,270
+6
+0.3% +$871 0.17% 94
2022
Q4 		$313K Buy
2,264
+17
+0.8% +$2.33K 0.15% 101
2022
Q3 		$285K Buy
2,247
+4
+0.2% +$564 0.16% 94
2022
Q2 		$307K Buy
2,243
+22
+1% +$3.27K 0.16% 94
2022
Q1 		$363K Sell
2,221
-1,515
-41% -$247K 0.19% 84
2021
Q4 		$650K Buy
+3,736
New +$641K 0.11% 104

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 $3.51B AUM 13.98% 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

Wolf Group Capital Advisors's CRBN Position: Q1 2025 in Review

Wolf Group Capital Advisors sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 2,864 shares — an estimated $448K sold.

Wolf Group Capital Advisors first reported a position in CRBN in Q4 2021 and held it in 11 quarters. The position peaked at $650K in Q4 2021. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

  • Wolf Group Capital Advisors reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 2,864 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $448K.
  • Wolf Group Capital Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 11 quarters.
  • Wolf Group Capital Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $650K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.