WI
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WrapManager Inc’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

WrapManager Inc’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
-1,214
Closed -$235K – 215
2024
Q4 		$235K Sell
1,214
-149
-11% -$29.4K 0.06% 194
2024
Q3 		$267K Sell
1,363
-26
-2% -$4.88K 0.07% 183
2024
Q2 		$255K Sell
1,389
-5
-0.4% -$894 0.07% 219
2024
Q1 		$250K Sell
1,394
-82
-6% -$14K 0.07% 232
2023
Q4 		$244K Sell
1,476
-97
-6% -$15.1K 0.07% 247
2023
Q3 		$236K Sell
1,573
-21
-1% -$3.28K 0.08% 236
2023
Q2 		$249K Sell
1,594
-17
-1% -$2.56K 0.08% 235
2023
Q1 		$238K Sell
1,611
-90
-5% -$13.1K 0.07% 239
2022
Q4 		$235K Sell
1,701
-136
-7% -$18.6K 0.08% 237
2022
Q3 		$233K Sell
1,837
-27
-1% -$3.81K 0.08% 235
2022
Q2 		$255K Sell
1,864
-14
-0.7% -$2.08K 0.08% 236
2022
Q1 		$307K Sell
1,878
-171
-8% -$27.9K 0.08% 238
2021
Q4 		$356K Buy
2,049
+107
+6% +$18.4K 0.09% 215
2021
Q3 		$319K Buy
1,942
+87
+5% +$14.7K 0.08% 236
2021
Q2 		$308K Buy
1,855
+10
+0.5% +$1.64K 0.08% 246
2021
Q1 		$288K Buy
+1,845
New +$284K 0.08% 220

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

WrapManager Inc's CRBN Position: Q1 2025 in Review

WrapManager Inc sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2025, closing a stake of 1,214 shares — an estimated $235K sold.

WrapManager Inc first reported a position in CRBN in Q1 2021 and held it in 16 quarters. The position peaked at $356K in Q4 2021. 124 funds tracked by Wall St. Rank hold CRBN as of Q1 2025.

  • WrapManager Inc reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2025 after selling out during the quarter.
  • WrapManager Inc sold 1,214 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2025, an estimated $235K.
  • WrapManager Inc first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and held it in 16 quarters.
  • WrapManager Inc's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $356K in Q4 2021.
  • 124 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2025.

Based on WrapManager Inc's 13F filing for Q1 2025, filed 8 May 2025.