4FG
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4Thought Financial Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

4Thought Financial Group’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 		$12.4K Sell
49
-7
-13% -$1.73K 0.01% 83
2026
Q1 		$12.4K Sell
56
-1
-2% -$233 0.01% 86
2025
Q4 		$13.2K Buy
57
+1
+2% +$229 0.01% 74
2025
Q3 		$12.8K Sell
56
-1
-2% -$218 0.01% 73
2025
Q2 		$12K Buy
57
+27
+90% +$5.32K 0.01% 73
2025
Q1 		$5.68K Sell
30
-41
-58% -$8.08K ﹤0.01% 76
2024
Q4 		$13.8K Sell
71
-8
-10% -$1.58K 0.01% 67
2024
Q3 		$15.5K Sell
79
-19
-19% -$3.56K 0.01% 77
2024
Q2 		$18K Sell
98
-8
-8% -$1.43K 0.01% 73
2024
Q1 		$19.1K Sell
106
-29
-21% -$4.97K 0.01% 70
2023
Q4 		$22.3K Buy
135
+4
+3% +$623 0.02% 74
2023
Q3 		$19.7K Sell
131
-1
-0.8% -$156 0.02% 64
2023
Q2 		$20.7K Sell
132
-11
-8% -$1.66K 0.02% 63
2023
Q1 		$21.1K Sell
143
-10
-7% -$1.45K 0.02% 64
2022
Q4 		$21K Sell
153
-10
-6% -$1.37K 0.02% 64
2022
Q3 		$21K Buy
163
+2
+1% +$282 0.02% 68
2022
Q2 		$22K Buy
161
+7
+5% +$1.04K 0.02% 73
2022
Q1 		$25K Hold
154
– – 0.02% 70
2021
Q4 		$27K Buy
154
+6
+4% +$1.03K 0.02% 67
2021
Q3 		$24K Sell
148
-9
-6% -$1.52K 0.02% 70
2021
Q2 		$26K Buy
157
+2
+1% +$327 0.02% 64
2021
Q1 		$24K Buy
+155
New +$23.9K 0.02% 76

Other funds holding CRBN

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

4Thought Financial Group's CRBN Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 13% in Q2 2026, selling an estimated $1.73K and leaving 49 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #83.

4Thought Financial Group first reported a position in CRBN in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q4 2021. 57 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • 4Thought Financial Group held 49 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $12.4K as of Q2 2026.
  • 4Thought Financial Group sold 7 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $1.73K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #83 holding.
  • 4Thought Financial Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $27K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.