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Aspiriant LLC’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Aspiriant LLC’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 		$26.6M Buy
119,285
+2,713
+2% +$632K 0.76% 22
2025
Q4 		$26.9M Buy
116,572
+1,908
+2% +$438K 0.77% 22
2025
Q3 		$26M Buy
114,664
+1,138
+1% +$248K 0.8% 21
2025
Q2 		$24M Buy
113,526
+325
+0.3% +$64.1K 0.76% 22
2025
Q1 		$21.6M Buy
113,201
+7,503
+7% +$1.48M 0.75% 19
2024
Q4 		$20.5M Buy
105,698
+5,858
+6% +$1.16M 0.74% 19
2024
Q3 		$19.6M Sell
99,840
-7,067
-7% -$1.33M 0.74% 25
2024
Q2 		$19.6M Buy
106,907
+8,798
+9% +$1.57M 0.8% 23
2024
Q1 		$17.6M Buy
98,109
+11,277
+13% +$1.93M 0.73% 25
2023
Q4 		$14.4M Buy
86,832
+2,105
+2% +$328K 0.65% 27
2023
Q3 		$12.7M Buy
84,727
+2,782
+3% +$435K 0.65% 26
2023
Q2 		$12.8M Buy
81,945
+2,558
+3% +$386K 0.65% 26
2023
Q1 		$11.7M Buy
79,387
+15,962
+25% +$2.32M 0.61% 28
2022
Q4 		$8.76M Sell
63,425
-866
-1% -$119K 0.45% 33
2022
Q3 		$8.14M Buy
64,291
+11,617
+22% +$1.64M 0.4% 32
2022
Q2 		$7.21M Buy
52,674
+3,581
+7% +$532K 0.35% 40
2022
Q1 		$8.02M Buy
49,093
+19,780
+67% +$3.23M 0.44% 34
2021
Q4 		$5.1M Buy
29,313
+5,299
+22% +$910K 0.27% 50
2021
Q3 		$3.95M Buy
24,014
+1,781
+8% +$300K 0.23% 50
2021
Q2 		$3.69M Buy
22,233
+2,261
+11% +$370K 0.21% 52
2021
Q1 		$3.12M Buy
19,972
+6,490
+48% +$1,000K 0.2% 48
2020
Q4 		$2.01M Buy
13,482
+4,303
+47% +$603K 0.14% 65
2020
Q3 		$1.2M Buy
9,179
+2,521
+38% +$327K 0.09% 90
2020
Q2 		$804K Buy
+6,658
New +$761K 0.07% 99

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aspiriant LLC's CRBN Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.3% in Q1 2026, buying an estimated $632K and bringing the position to 119,285 shares worth $26.6M. The position accounts for 0.76% of the portfolio, ranked #22.

Aspiriant LLC first reported a position in CRBN in Q2 2020 and has held it in 24 quarters since. The position peaked at $26.9M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Aspiriant LLC held 119,285 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $26.6M as of Q1 2026.
  • Aspiriant LLC bought 2,713 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $632K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.76% of Aspiriant LLC's portfolio in Q1 2026, its #22 holding.
  • Aspiriant LLC first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2020 and has held it in 24 quarters since.
  • Aspiriant LLC's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $26.9M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.