Bank of Montreal’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bank of Montreal’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	$160K	Buy	634 +17	+3%	+$4.19K	﹤0.01%	3093
2026 Q1	$137K	Hold	617	–	–	﹤0.01%	3048
2025 Q4	$142K	Hold	617	–	–	﹤0.01%	2948
2025 Q3	$140K	Hold	617	–	–	﹤0.01%	2881
2025 Q2	$131K	Hold	617	–	–	﹤0.01%	2925
2025 Q1	$118K	Hold	617	–	–	﹤0.01%	2880
2024 Q4	$119K	Hold	617	–	–	﹤0.01%	2907
2024 Q3	$121K	Sell	617 -14,012	-96%	-$2.63M	﹤0.01%	3192
2024 Q2	$2.69M	Buy	14,629 +14,012	+2,271%	+$2.51M	﹤0.01%	1526
2024 Q1	$111K	Hold	617	–	–	﹤0.01%	3258
2023 Q4	$102K	Sell	617 -18,114	-97%	-$2.82M	﹤0.01%	3369
2023 Q3	$2.96M	Buy	18,731 +18,114	+2,936%	+$2.83M	﹤0.01%	1512
2023 Q2	$96.8K	Hold	617	–	–	﹤0.01%	3455
2023 Q1	$91.3K	Sell	617 -175	-22%	-$25.4K	﹤0.01%	3259
2022 Q4	$113K	Hold	792	–	–	﹤0.01%	3329
2022 Q3	$109K	Hold	792	–	–	﹤0.01%	3432
2022 Q2	$117K	Sell	792 -213	-21%	-$31.6K	﹤0.01%	3418
2022 Q1	$167K	Buy	1,005 +213	+27%	+$34.8K	﹤0.01%	3519
2021 Q4	$139K	Hold	792	–	–	﹤0.01%	3049
2021 Q3	$137K	Sell	792 -103	-12%	-$17.4K	﹤0.01%	3393
2021 Q2	$149K	Buy	895 +61	+7%	+$9.97K	﹤0.01%	3262
2021 Q1	$134K	Hold	834	–	–	﹤0.01%	3267
2020 Q4	$127K	Buy	834 +569	+215%	+$79.8K	﹤0.01%	3458
2020 Q3	$35K	Hold	265	–	–	﹤0.01%	3578
2020 Q2	$33K	Sell	265 -1	-0.4%	-$114	﹤0.01%	3619
2020 Q1	$26K	Buy	266 +90	+51%	+$10.9K	﹤0.01%	3144
2019 Q4	$23K	Buy	+176	New	+$21.9K	﹤0.01%	4236

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

Bank of Montreal's CRBN Position: Q2 2026 in Review

Bank of Montreal increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.8% in Q2 2026, buying an estimated $4.19K and bringing the position to 634 shares worth $160K. The position accounts for ﹤0.01% of the portfolio, ranked #3093.

Bank of Montreal first reported a position in CRBN in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.96M in Q3 2023. 139 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Bank of Montreal held 634 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $160K as of Q2 2026.
Bank of Montreal bought 17 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $4.19K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3093 holding.
Bank of Montreal first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
Bank of Montreal's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.96M in Q3 2023.
139 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.