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
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 $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Baird Financial Group's CRBN Position: Q1 2026 in Review

Baird Financial Group increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.1% in Q1 2026, buying an estimated $6.99K and bringing the position to 2,673 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Baird Financial Group first reported a position in CRBN in Q4 2019 and has held it in 26 quarters since. The position peaked at $609K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Baird Financial Group held 2,673 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $596K as of Q1 2026.
  • Baird Financial Group bought 30 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $6.99K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1424 holding.
  • Baird Financial Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • Baird Financial Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $609K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.