Betterment LLC
CRBN icon

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
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 $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Betterment LLC's CRBN Position: Q1 2026 in Review

Betterment LLC reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.18% in Q1 2026, selling an estimated $536K and leaving 1,301,436 shares worth $290M. The position accounts for 0.55% of the portfolio, ranked #31.

Betterment LLC first reported a position in CRBN in Q4 2020 and has held it in 22 quarters since. The position peaked at $301M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Betterment LLC held 1,301,436 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $290M as of Q1 2026.
  • Betterment LLC sold 2,300 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $536K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.55% of Betterment LLC's portfolio in Q1 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 22 quarters since.
  • Betterment LLC's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $301M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.