Advisornet Financial’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Advisornet Financial’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	$190K	Buy	752 +10	+1%	+$2.46K	0.01%	666
2026 Q1	$165K	Buy	742 +15	+2%	+$3.49K	0.01%	663
2025 Q4	$168K	Buy	727 +21	+3%	+$4.82K	0.01%	649
2025 Q3	$160K	Buy	706 +12	+2%	+$2.62K	0.01%	656
2025 Q2	$147K	Buy	694 +34	+5%	+$6.7K	0.01%	649
2025 Q1	$126K	Buy	660 +50	+8%	+$9.85K	0.01%	660
2024 Q4	$118K	Buy	610 +15	+3%	+$2.96K	0.01%	639
2024 Q3	$117K	Buy	595 +19	+3%	+$3.56K	0.01%	660
2024 Q2	$106K	Buy	576 +4	+0.7%	+$716	0.01%	626
2024 Q1	$103K	Buy	572 +16	+3%	+$2.74K	0.01%	626
2023 Q4	$92K	Buy	556 +55	+11%	+$8.56K	0.01%	666
2023 Q3	$75.3K	Buy	501 +15	+3%	+$2.34K	0.01%	682
2023 Q2	$76.1K	Buy	486 +18	+4%	+$2.72K	0.01%	704
2023 Q1	$69.2K	Buy	468 +17	+4%	+$2.47K	0.01%	708
2022 Q4	$62.4K	Buy	451 +40	+10%	+$5.48K	0.01%	736
2022 Q3	$52K	Buy	411 +16	+4%	+$2.25K	0.01%	835
2022 Q2	$54K	Buy	395 +21	+6%	+$3.12K	0.01%	843
2022 Q1	$61K	Buy	374 +370	+9,250%	+$60.4K	﹤0.01%	897
2021 Q4	$1K	Buy	+4	New	+$687	﹤0.01%	1904

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Advisornet Financial's CRBN Position: Q2 2026 in Review

Advisornet Financial increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.3% in Q2 2026, buying an estimated $2.46K and bringing the position to 752 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #666.

Advisornet Financial first reported a position in CRBN in Q4 2021 and has held it in 19 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Advisornet Financial held 752 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $190K as of Q2 2026.
Advisornet Financial bought 10 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.46K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #666 holding.
Advisornet Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.