AssetMark Inc
CRBN icon

AssetMark Inc’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

AssetMark Inc’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 		$41.2K Hold
163
– – ﹤0.01% 1908
2026
Q1 		$36.3K Sell
163
-2
-1% -$466 ﹤0.01% 1853
2025
Q4 		$38K Buy
+165
New +$37.9K ﹤0.01% 1801
2025
Q3 		– Sell
-5
Closed -$1.06K – 3201
2025
Q2 		$1.06K Hold
5
– – ﹤0.01% 2598
2025
Q1 		$956 Hold
5
– – ﹤0.01% 2307
2024
Q4 		$968 Buy
+5
New +$988 ﹤0.01% 2249

Other funds holding CRBN

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

AssetMark Inc's CRBN Position: Q2 2026 in Review

AssetMark Inc held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 163 shares worth $41.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1908.

AssetMark Inc first reported a position in CRBN in Q4 2024 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • AssetMark Inc held 163 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $41.2K as of Q2 2026.
  • AssetMark Inc left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1908 holding.
  • AssetMark Inc first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.