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 Q3	$2.82K	Hold	11	–	–	﹤0.01%	760
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

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Wolff Wiese Magana's CRBN Position: Q3 2026 in Review

Wolff Wiese Magana held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q3 2026 at 11 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Wolff Wiese Magana first reported a position in CRBN in Q2 2025 and has held it in 6 quarters since. 11 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

Wolff Wiese Magana held 11 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.82K as of Q3 2026.
Wolff Wiese Magana left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q3 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q3 2026, its #760 holding.
Wolff Wiese Magana first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and has held it in 6 quarters since.
11 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on Wolff Wiese Magana's 13F filing for Q3 2026, filed 15 Oct 2026.