Wolff Wiese Magana’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Wolff Wiese Magana’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
2026 Q2	$2.78K	Hold	11	–	–	﹤0.01%	763
2026 Q1	$2.45K	Hold	11	–	–	﹤0.01%	744
2025 Q4	$2.54K	Buy	11 +1	+10%	+$229	﹤0.01%	714
2025 Q3	$2.27K	Buy	10 +4	+67%	+$872	﹤0.01%	735
2025 Q2	$1.27K	Buy	+6	New	+$1.18K	﹤0.01%	806

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Wolff Wiese Magana's CRBN Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 11 shares worth $2.78K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Wolff Wiese Magana first reported a position in CRBN in Q2 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Wolff Wiese Magana held 11 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.78K as of Q2 2026.
Wolff Wiese Magana left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #763 holding.
Wolff Wiese Magana first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.