Betterment LLC
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Betterment LLC’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Betterment LLC’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 		$330M Buy
1,306,320
+4,884
+0.4% +$1.2M 0.56% 31
2026
Q1 		$290M Sell
1,301,436
-2,300
-0.2% -$536K 0.55% 31
2025
Q4 		$301M Buy
1,303,736
+11,492
+0.9% +$2.64M 0.57% 30
2025
Q3 		$293M Buy
1,292,244
+6,595
+0.5% +$1.44M 0.58% 29
2025
Q2 		$272M Sell
1,285,649
-12,163
-0.9% -$2.4M 0.58% 28
2025
Q1 		$248M Sell
1,297,812
-1,259
-0.1% -$248K 0.59% 27
2024
Q4 		$251M Buy
1,299,071
+9,067
+0.7% +$1.79M 0.6% 26
2024
Q3 		$253M Buy
1,290,004
+24,826
+2% +$4.65M 0.6% 26
2024
Q2 		$232M Buy
1,265,178
+5,355
+0.4% +$958K 0.6% 26
2024
Q1 		$226M Buy
1,259,823
+18,272
+1% +$3.13M 0.61% 27
2023
Q4 		$205M Buy
1,241,551
+303
+0% +$47.2K 0.59% 25
2023
Q3 		$186M Buy
1,241,248
+19,609
+2% +$3.06M 0.59% 25
2023
Q2 		$191M Buy
1,221,639
+8,829
+0.7% +$1.33M 0.59% 25
2023
Q1 		$179M Buy
1,212,810
+9,506
+0.8% +$1.38M 0.58% 25
2022
Q4 		$166M Buy
1,203,304
+88,184
+8% +$12.1M 0.57% 25
2022
Q3 		$153M Hold
1,115,120
– – 0.55% 26
2022
Q2 		$153M Buy
1,115,120
+53,351
+5% +$7.93M 0.55% 26
2022
Q1 		$173M Buy
1,061,769
+81,108
+8% +$13.2M 0.55% 26
2021
Q4 		$171M Buy
980,661
+126,395
+15% +$21.7M 0.53% 26
2021
Q3 		$140M Buy
854,266
+162,403
+23% +$27.4M 0.47% 27
2021
Q2 		$115M Buy
691,863
+163,970
+31% +$26.8M 0.39% 27
2021
Q1 		$82.4M Buy
527,893
+201,766
+62% +$31.1M 0.31% 29
2020
Q4 		$48.5M Buy
+326,127
New +$45.7M 0.2% 31

Other funds holding CRBN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Betterment LLC's CRBN Position: Q2 2026 in Review

Betterment LLC increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.38% in Q2 2026, buying an estimated $1.2M and bringing the position to 1,306,320 shares worth $330M. The position accounts for 0.56% of the portfolio, ranked #31.

Betterment LLC first reported a position in CRBN in Q4 2020 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Betterment LLC held 1,306,320 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $330M as of Q2 2026.
  • Betterment LLC bought 4,884 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $1.2M.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.56% of Betterment LLC's portfolio in Q2 2026, its #31 holding.
  • Betterment LLC first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.