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Ackerman Capital Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ackerman Capital Advisors’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
Q1 		$635K Hold
2,849
– – 0.13% 66
2025
Q4 		$657K Hold
2,849
– – 0.13% 67
2025
Q3 		$646K Hold
2,849
– – 0.14% 64
2025
Q2 		$603K Buy
+2,849
New +$561K 0.14% 66

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Ackerman Capital Advisors's CRBN Position: Q1 2026 in Review

Ackerman Capital Advisors held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 2,849 shares worth $635K. The position accounts for 0.13% of the portfolio, ranked #66.

Ackerman Capital Advisors first reported a position in CRBN in Q2 2025 and has held it in 4 quarters since. The position peaked at $657K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Ackerman Capital Advisors held 2,849 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $635K as of Q1 2026.
  • Ackerman Capital Advisors left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.13% of Ackerman Capital Advisors's portfolio in Q1 2026, its #66 holding.
  • Ackerman Capital Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and has held it in 4 quarters since.
  • Ackerman Capital Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $657K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.