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

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return