Bernard Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bernard 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	$1.77K	Hold	7	–	–	﹤0.01%	279
2026 Q1	$1.56K	Hold	7	–	–	﹤0.01%	302
2025 Q4	$1.61K	Hold	7	–	–	﹤0.01%	290
2025 Q3	$1.59K	Hold	7	–	–	﹤0.01%	278
2025 Q2	$1.48K	Sell	7 -5	-42%	-$985	﹤0.01%	272
2025 Q1	$2.29K	Hold	12	–	–	﹤0.01%	299
2024 Q4	$2.32K	Buy	+12	New	+$2.37K	﹤0.01%	264

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

Bernard Wealth Management's CRBN Position: Q2 2026 in Review

Bernard Wealth Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 7 shares worth $1.77K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Bernard Wealth Management first reported a position in CRBN in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.32K in Q4 2024. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Bernard Wealth Management held 7 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.77K as of Q2 2026.
Bernard 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 Bernard Wealth Management's portfolio in Q2 2026, its #279 holding.
Bernard Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.32K in Q4 2024.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.