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 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 $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Bartlett & Co Wealth Management's CRBN Position: Q1 2026 in Review

Bartlett & Co Wealth Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 52% in Q1 2026, selling an estimated $53.6K and leaving 210 shares worth $51.2K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

Bartlett & Co Wealth Management first reported a position in CRBN in Q3 2019 and has held it in 26 quarters since. The position peaked at $101K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

Bartlett & Co Wealth Management held 210 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $51.2K as of Q1 2026.
Bartlett & Co Wealth Management sold 230 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $53.6K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #683 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 26 quarters since.
Bartlett & Co Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $101K in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.