AlTi Global
CRBN icon

AlTi Global’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

AlTi Global’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
Q3 		$5.71M Buy
22,278
+4
+0% +$1.02K 0.12% 84
2026
Q2 		$5.63M Buy
22,274
+2,045
+10% +$504K 0.12% 100
2026
Q1 		$4.51M Sell
20,229
-2,971
-13% -$692K 0.1% 101
2025
Q4 		$5.35M Buy
23,200
+4,343
+23% +$997K 0.11% 93
2025
Q3 		$4.28M Buy
18,857
+553
+3% +$121K 0.1% 115
2025
Q2 		$3.88M Sell
18,304
-680
-4% -$134K 0.1% 113
2025
Q1 		$3.63M Sell
18,984
-634
-3% -$125K 0.1% 102
2024
Q4 		$3.8M Sell
19,618
-1,094
-5% -$216K 0.09% 105
2024
Q3 		$4.06M Buy
20,712
+865
+4% +$162K 0.1% 108
2024
Q2 		$3.64M Buy
19,847
+493
+3% +$88.2K 0.1% 104
2024
Q1 		$3.47M Hold
19,354
– – 0.1% 108
2023
Q4 		$3.2M Buy
+19,354
New +$3.01M 0.1% 98

Other funds holding CRBN

Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Investure LLC
Investure LLC Charlottesville, Virginia $1.83B AUM 14.32% 1-Year Est. Return
Coldstream Capital Management
Coldstream Capital Management Bellevue, Washington $8.21B AUM 20.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stonehearth Capital Management
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.72% 1-Year Est. Return
Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
University of Maryland Foundation
University of Maryland Foundation Adelphi, Maryland $70.4M AUM 11.09% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Gould Asset Management
Gould Asset Management Claremont, California $616M AUM 8.13% 1-Year Est. Return

AlTi Global's CRBN Position: Q3 2026 in Review

AlTi Global increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.02% in Q3 2026, buying an estimated $1.02K and bringing the position to 22,278 shares worth $5.71M. The position accounts for 0.12% of the portfolio, ranked #84.

AlTi Global first reported a position in CRBN in Q4 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

  • AlTi Global held 22,278 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $5.71M as of Q3 2026.
  • AlTi Global bought 4 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2026, an estimated $1.02K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.12% of AlTi Global's portfolio in Q3 2026, its #84 holding.
  • AlTi Global first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on AlTi Global's 13F filing for Q3 2026, filed 9 Nov 2026.