Arax Advisory Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Arax Advisory Partners’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	New	+$1.81M	0.01%	888
2025 Q3	–	Sell	-15,148	Closed	-$3.21M	–	3719
2025 Q2	$3.21M	Buy	+15,148	New	+$2.99M	0.15%	112

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

Arax Advisory Partners's CRBN Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 7,344 shares worth $1.86M. The stake represents 0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CRBN as recently as Q2 2025.

Arax Advisory Partners first reported a position in CRBN in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.21M in Q2 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Arax Advisory Partners held 7,344 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.86M as of Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF was a new Arax Advisory Partners position in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #888 holding.
Arax Advisory Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and has held it in 2 quarters since.
Arax Advisory Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $3.21M in Q2 2025.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.