Belpointe Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Belpointe Asset 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	$435K	Sell	1,718 -89	-5%	-$21.9K	0.01%	767
2026 Q1	$403K	Sell	1,807 -26	-1%	-$6.06K	0.01%	762
2025 Q4	$423K	Hold	1,833	–	–	0.02%	714
2025 Q3	$416K	Buy	1,833 +1	+0.1%	+$218	0.02%	683
2025 Q2	$388K	Buy	1,832 +130	+8%	+$25.6K	0.02%	673
2025 Q1	$325K	Buy	1,702 +300	+21%	+$59.1K	0.02%	697
2024 Q4	$269K	Hold	1,402	–	–	0.02%	695
2024 Q3	$275K	Buy	1,402 +267	+24%	+$50.1K	0.02%	694
2024 Q2	$208K	Buy	+1,135	New	+$203K	0.01%	718
2023 Q2	–	Sell	-297	Closed	-$43.9K	–	1132
2023 Q1	$43.9K	Hold	297	–	–	﹤0.01%	1771
2022 Q4	$41K	Buy	+297	New	+$40.7K	﹤0.01%	1726

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

Belpointe Asset Management's CRBN Position: Q2 2026 in Review

Belpointe Asset Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 4.9% in Q2 2026, selling an estimated $21.9K and leaving 1,718 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #767.

Belpointe Asset Management first reported a position in CRBN in Q4 2022 and has held it in 11 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Belpointe Asset Management held 1,718 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $435K as of Q2 2026.
Belpointe Asset Management sold 89 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $21.9K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #767 holding.
Belpointe Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and has held it in 11 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.