Bank of Montreal
CRBN icon

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
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 		$109 Hold
792
– – ﹤0.01% 3432
2022
Q2 		$117 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
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 $9.48B AUM 23.58% 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

Bank of Montreal's CRBN Position: Q1 2026 in Review

Bank of Montreal held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 617 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #3048.

Bank of Montreal first reported a position in CRBN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.96M in Q3 2023. 129 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Bank of Montreal held 617 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $137K as of Q1 2026.
  • Bank of Montreal left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3048 holding.
  • Bank of Montreal first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • Bank of Montreal's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.96M in Q3 2023.
  • 129 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.