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 Q2	–	Sell	-590	Closed	-$131K	–	2669
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 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

Advisory Services Network's CRBN Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026, closing a stake of 590 shares — an estimated $131K sold.

Advisory Services Network first reported a position in CRBN in Q1 2016 and held it in 25 quarters. The position peaked at $3.62M in Q4 2021. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Advisory Services Network reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 590 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $131K.
Advisory Services Network first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2016 and held it in 25 quarters.
Advisory Services Network's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $3.62M in Q4 2021.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.