ASN
CRBN icon

Advisory Services Network’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Advisory Services Network’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 		$131K Buy
+590
New +$137K ﹤0.01% 2050
2025
Q4 		– Sell
-791
Closed -$179K – 2315
2025
Q3 		$179K Buy
+791
New +$173K ﹤0.01% 1747
2024
Q1 		– Sell
-1,490
Closed -$247K – 1892
2023
Q4 		$247K Sell
1,490
-26
-2% -$4.05K 0.01% 1175
2023
Q3 		$228K Sell
1,516
-23
-1% -$3.59K 0.01% 1262
2023
Q2 		$241K Sell
1,539
-144
-9% -$21.7K 0.01% 1217
2023
Q1 		$249K Sell
1,683
-3,360
-67% -$488K 0.01% 1214
2022
Q4 		$697K Sell
5,043
-12,339
-71% -$1.69M 0.02% 722
2022
Q3 		$2.2M Buy
17,382
+451
+3% +$63.6K 0.08% 305
2022
Q2 		$2.32M Sell
16,931
-3,889
-19% -$578K 0.08% 298
2022
Q1 		$3.4M Buy
20,820
+5
+0% +$817 0.1% 241
2021
Q4 		$3.62M Buy
20,815
+388
+2% +$66.6K 0.1% 240
2021
Q3 		$3.36M Sell
20,427
-12
-0.1% -$2.02K 0.11% 243
2021
Q2 		$3.39M Buy
20,439
+377
+2% +$61.6K 0.11% 244
2021
Q1 		$3.13M Buy
20,062
+1,856
+10% +$286K 0.12% 226
2020
Q4 		$2.71M Buy
18,206
+2,043
+13% +$286K 0.11% 221
2020
Q3 		$2.12M Buy
16,163
+5,153
+47% +$668K 0.1% 237
2020
Q2 		$1.33M Buy
11,010
+3,086
+39% +$353K 0.07% 326
2020
Q1 		$810K Buy
7,924
+1,472
+23% +$178K 0.05% 393
2019
Q4 		$835K Buy
6,452
+6,039
+1,462% +$753K 0.04% 474
2019
Q3 		$50K Hold
413
– – ﹤0.01% 1363
2019
Q2 		$50K Buy
413
+213
+107% +$25.2K ﹤0.01% 1361
2019
Q1 		$23K Hold
200
– – ﹤0.01% 1548
2018
Q4 		$21K Buy
+200
New +$22.2K ﹤0.01% 1466
2017
Q2 		– Sell
-101
Closed -$11K – 2301
2017
Q1 		$11K Buy
+101
New +$10.3K ﹤0.01% 1426
2016
Q2 		– Sell
-285
Closed -$26K – 1850
2016
Q1 		$26K Buy
+285
New +$24.9K 0.01% 852

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 $4.05B AUM 19.01% 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

Advisory Services Network's CRBN Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2026: 590 shares worth $131K. The stake represents ﹤0.01% of the portfolio and ranks #2050 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CRBN as recently as Q3 2025.

Advisory Services Network first reported a position in CRBN in Q1 2016 and has held it in 25 quarters since. The position peaked at $3.62M in Q4 2021. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Advisory Services Network held 590 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $131K as of Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF was a new Advisory Services Network position in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2050 holding.
  • Advisory Services Network first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2016 and has held it in 25 quarters since.
  • Advisory Services Network's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $3.62M in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.