Atomic Invest’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Atomic Invest’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	$199K	Sell	794 -24	-3%	-$5.92K	0.02%	72
2026 Q1	$177K	Hold	818	–	–	0.08%	61
2025 Q4	$190K	Buy	+818	New	+$188K	0.11%	54

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

Atomic Invest's CRBN Position: Q2 2026 in Review

Atomic Invest reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.9% in Q2 2026, selling an estimated $5.92K and leaving 794 shares worth $199K. The position accounts for 0.02% of the portfolio, ranked #72.

Atomic Invest first reported a position in CRBN in Q4 2025 and has held it in 3 quarters since. 139 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Atomic Invest held 794 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $199K as of Q2 2026.
Atomic Invest sold 24 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $5.92K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Atomic Invest's portfolio in Q2 2026, its #72 holding.
Atomic Invest first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
139 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Atomic Invest's 13F filing for Q2 2026, filed 25 Sep 2026.