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Ally Invest Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ally Invest 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 		$878K Buy
3,938
+222
+6% +$51.7K 0.06% 44
2025
Q4 		$857K Buy
3,716
+14
+0.4% +$3.21K 0.06% 44
2025
Q3 		$840K Buy
3,702
+283
+8% +$61.7K 0.06% 44
2025
Q2 		$724K Sell
3,419
-570
-14% -$112K 0.06% 45
2025
Q1 		$763K Buy
3,989
+755
+23% +$149K 0.07% 39
2024
Q4 		$626K Buy
3,234
+11
+0.3% +$2.17K 0.05% 43
2024
Q3 		$632K Buy
3,223
+602
+23% +$113K 0.06% 42
2024
Q2 		$480K Buy
2,621
+38
+1% +$6.8K 0.05% 45
2024
Q1 		$464K Buy
2,583
+67
+3% +$11.5K 0.05% 45
2023
Q4 		$416K Buy
2,516
+264
+12% +$41.1K 0.04% 44
2023
Q3 		$338K Buy
+2,252
New +$352K 0.04% 43

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

Ally Invest Advisors's CRBN Position: Q1 2026 in Review

Ally Invest Advisors increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 6% in Q1 2026, buying an estimated $51.7K and bringing the position to 3,938 shares worth $878K. The position accounts for 0.06% of the portfolio, ranked #44.

Ally Invest Advisors first reported a position in CRBN in Q3 2023 and has held it in 11 quarters since. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Ally Invest Advisors held 3,938 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $878K as of Q1 2026.
  • Ally Invest Advisors bought 222 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $51.7K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.06% of Ally Invest Advisors's portfolio in Q1 2026, its #44 holding.
  • Ally Invest Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2023 and has held it in 11 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.