Baird Financial Group
CRBN icon

Baird Financial Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Baird Financial Group’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 		$676K Hold
2,673
– – ﹤0.01% 1449
2026
Q1 		$596K Buy
2,673
+30
+1% +$6.99K ﹤0.01% 1424
2025
Q4 		$609K Buy
2,643
+90
+4% +$20.7K ﹤0.01% 1404
2025
Q3 		$579K Hold
2,553
– – ﹤0.01% 1424
2025
Q2 		$541K Hold
2,553
– – ﹤0.01% 1392
2025
Q1 		$488K Hold
2,553
– – ﹤0.01% 1400
2024
Q4 		$494K Hold
2,553
– – ﹤0.01% 1387
2024
Q3 		$501K Hold
2,553
– – ﹤0.01% 1379
2024
Q2 		$468K Hold
2,553
– – ﹤0.01% 1413
2024
Q1 		$458K Hold
2,553
– – ﹤0.01% 1417
2023
Q4 		$422K Hold
2,553
– – ﹤0.01% 1412
2023
Q3 		$384K Hold
2,553
– – ﹤0.01% 1432
2023
Q2 		$399K Hold
2,553
– – ﹤0.01% 1426
2023
Q1 		$378K Hold
2,553
– – ﹤0.01% 1415
2022
Q4 		$353K Hold
2,553
– – ﹤0.01% 1405
2022
Q3 		$323K Hold
2,553
– – ﹤0.01% 1435
2022
Q2 		$349K Buy
2,553
+2
+0.1% +$297 ﹤0.01% 1485
2022
Q1 		$417K Sell
2,551
-407
-14% -$66.5K ﹤0.01% 1487
2021
Q4 		$515K Sell
2,958
-10
-0.3% -$1.72K ﹤0.01% 1457
2021
Q3 		$488K Sell
2,968
-99
-3% -$16.7K ﹤0.01% 1474
2021
Q2 		$509K Buy
3,067
+227
+8% +$37.1K ﹤0.01% 1392
2021
Q1 		$443K Buy
2,840
+374
+15% +$57.6K ﹤0.01% 1386
2020
Q4 		$367K Hold
2,466
– – ﹤0.01% 1310
2020
Q3 		$323K Hold
2,466
– – ﹤0.01% 1278
2020
Q2 		$298K Buy
2,466
+12
+0.5% +$1.37K ﹤0.01% 1305
2020
Q1 		$251K Sell
2,454
-88
-3% -$10.7K ﹤0.01% 1256
2019
Q4 		$329K Buy
+2,542
New +$317K ﹤0.01% 1290

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Baird Financial Group's CRBN Position: Q2 2026 in Review

Baird Financial Group held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 2,673 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Baird Financial Group first reported a position in CRBN in Q4 2019 and has held it in 27 quarters since. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Baird Financial Group held 2,673 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $676K as of Q2 2026.
  • Baird Financial Group 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 Baird Financial Group's portfolio in Q2 2026, its #1449 holding.
  • Baird Financial Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.