Bartlett & Co Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bartlett & Co Wealth Management’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	$53.1K	Hold	210	–	–	﹤0.01%	728
2026 Q1	$51.2K	Sell	210 -230	-52%	-$53.6K	﹤0.01%	683
2025 Q4	$101K	Hold	440	–	–	﹤0.01%	557
2025 Q3	$99.8K	Hold	440	–	–	﹤0.01%	560
2025 Q2	$93.2K	Hold	440	–	–	﹤0.01%	561
2025 Q1	$84.1K	Hold	440	–	–	﹤0.01%	570
2024 Q4	$85.2K	Hold	440	–	–	﹤0.01%	561
2024 Q3	$86.3K	Hold	440	–	–	﹤0.01%	565
2024 Q2	$80.6K	Hold	440	–	–	﹤0.01%	582
2024 Q1	$79K	Hold	440	–	–	﹤0.01%	596
2023 Q4	$72.9K	Hold	440	–	–	﹤0.01%	626
2023 Q3	$66.1K	Hold	440	–	–	﹤0.01%	608
2023 Q2	$68.8K	Buy	440 +230	+110%	+$34.7K	﹤0.01%	607
2023 Q1	$31.1K	Hold	210	–	–	﹤0.01%	641
2022 Q4	$29K	Hold	210	–	–	﹤0.01%	660
2022 Q3	$26.6K	Hold	210	–	–	﹤0.01%	660
2022 Q2	$28.7K	Hold	210	–	–	﹤0.01%	670
2022 Q1	$34.3K	Buy	+210	New	+$34.3K	﹤0.01%	653
2021 Q4	–	Sell	-210	Closed	-$34.5K	–	496
2021 Q3	$34.5K	Hold	210	–	–	﹤0.01%	559
2021 Q2	$34.9K	Buy	210 +35	+20%	+$5.72K	﹤0.01%	556
2021 Q1	$27.3K	Hold	175	–	–	﹤0.01%	632
2020 Q4	$26K	Hold	175	–	–	﹤0.01%	632
2020 Q3	$22.9K	Hold	175	–	–	﹤0.01%	604
2020 Q2	$21.1K	Hold	175	–	–	﹤0.01%	605
2020 Q1	$17.9K	Hold	175	–	–	﹤0.01%	598
2019 Q4	$22.6K	Hold	175	–	–	﹤0.01%	642
2019 Q3	$21K	Buy	+175	New	+$20.9K	﹤0.01%	647

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

Bartlett & Co Wealth Management's CRBN Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 210 shares worth $53.1K. The position accounts for ﹤0.01% of the portfolio, ranked #728.

Bartlett & Co Wealth Management first reported a position in CRBN in Q3 2019 and has held it in 27 quarters since. The position peaked at $101K in Q4 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Bartlett & Co Wealth Management held 210 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $53.1K as of Q2 2026.
Bartlett & Co Wealth Management 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 Bartlett & Co Wealth Management's portfolio in Q2 2026, its #728 holding.
Bartlett & Co Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $101K in Q4 2025.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.