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

Albion 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 		$1.86M Buy
7,344
+26
+0.4% +$6.41K 0.11% 86
2026
Q1 		$1.63M Buy
7,318
+35
+0.5% +$8.15K 0.11% 83
2025
Q4 		$1.68M Sell
7,283
-666
-8% -$153K 0.1% 87
2025
Q3 		$1.8M Buy
7,949
+79
+1% +$17.2K 0.11% 84
2025
Q2 		$1.67M Buy
7,870
+45
+0.6% +$8.87K 0.11% 88
2025
Q1 		$1.5M Hold
7,825
– – 0.11% 98
2024
Q4 		$1.51M Buy
7,825
+63
+0.8% +$12.4K 0.1% 95
2024
Q3 		$1.52M Hold
7,762
– – 0.11% 93
2024
Q2 		$1.42M Sell
7,762
-27
-0.3% -$4.83K 0.11% 91
2024
Q1 		$1.4M Hold
7,789
– – 0.11% 90
2023
Q4 		$1.29M Hold
7,789
– – 0.11% 95
2023
Q3 		$1.17M Sell
7,789
-33,599
-81% -$5.25M 0.11% 93
2023
Q2 		$6.47M Sell
41,388
-1,240
-3% -$187K 0.57% 38
2023
Q1 		$6.31M Sell
42,628
-5,059
-11% -$734K 0.58% 39
2022
Q4 		$6.59M Buy
47,687
+1,202
+3% +$165K 0.64% 38
2022
Q3 		$5.89M Buy
46,485
+31,108
+202% +$4.38M 0.61% 39
2022
Q2 		$2.1M Buy
15,377
+853
+6% +$127K 0.21% 76
2022
Q1 		$2.37M Sell
14,524
-41
-0.3% -$6.7K 0.2% 77
2021
Q4 		$2.53M Buy
14,565
+148
+1% +$25.4K 0.2% 78
2021
Q3 		$2.37M Buy
14,417
+392
+3% +$66.1K 0.21% 80
2021
Q2 		$2.33M Buy
+14,025
New +$2.29M 0.2% 80
2020
Q4 		$1.34M Buy
9,042
+2,533
+39% +$355K 0.13% 88
2020
Q3 		$853K Buy
6,509
+487
+8% +$63.1K 0.09% 113
2020
Q2 		$728K Buy
6,022
+110
+2% +$12.6K 0.09% 118
2020
Q1 		$605K Buy
5,912
+2,878
+95% +$349K 0.09% 112
2019
Q4 		$393K Buy
3,034
+993
+49% +$124K 0.05% 156
2019
Q3 		$245K Buy
+2,041
New +$244K 0.03% 177

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Albion Financial Group's CRBN Position: Q2 2026 in Review

Albion Financial Group increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.36% in Q2 2026, buying an estimated $6.41K and bringing the position to 7,344 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #86.

Albion Financial Group first reported a position in CRBN in Q3 2019 and has held it in 27 quarters since. The position peaked at $6.59M in Q4 2022. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Albion Financial Group held 7,344 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.86M as of Q2 2026.
  • Albion Financial Group bought 26 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $6.41K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.11% of Albion Financial Group's portfolio in Q2 2026, its #86 holding.
  • Albion Financial Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2019 and has held it in 27 quarters since.
  • Albion Financial Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $6.59M in Q4 2022.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.