AG
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
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

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 $3.51B AUM 13.98% 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

AlTi Global's CRBN Position: Q1 2026 in Review

AlTi Global reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 13% in Q1 2026, selling an estimated $692K and leaving 20,229 shares worth $4.51M. The position accounts for 0.1% of the portfolio, ranked #101.

AlTi Global first reported a position in CRBN in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.35M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • AlTi Global held 20,229 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.51M as of Q1 2026.
  • AlTi Global sold 2,971 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $692K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.1% of AlTi Global's portfolio in Q1 2026, its #101 holding.
  • AlTi Global first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 10 quarters since.
  • AlTi Global's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $5.35M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.