Bond & Devick Financial Network’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bond & Devick Financial Network’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	$1.38M	Buy	5,443 +199	+4%	+$49K	0.34%	46
2026 Q1	$1.17M	Buy	5,244 +107	+2%	+$24.9K	0.33%	46
2025 Q4	$1.18M	Sell	5,137 -28	-0.5%	-$6.42K	0.33%	45
2025 Q3	$1.17M	Sell	5,165 -215	-4%	-$46.9K	0.35%	43
2025 Q2	$1.14M	Buy	5,380 +114	+2%	+$22.5K	0.38%	44
2025 Q1	$1.01M	Buy	5,266 +279	+6%	+$55K	0.37%	48
2024 Q4	$978K	Hold	4,987	–	–	0.42%	49
2024 Q3	$978K	Buy	4,987 +264	+6%	+$49.5K	0.42%	49
2024 Q2	$866K	Sell	4,723 -62	-1%	-$11.1K	0.46%	41
2024 Q1	$859K	Sell	4,785 -3	-0.1%	-$514	0.47%	43
2023 Q4	$792K	Buy	4,788 +104	+2%	+$16.2K	0.45%	47
2023 Q3	$704K	Buy	4,684 +226	+5%	+$35.3K	0.45%	48
2023 Q2	$697K	Buy	4,458 +512	+13%	+$77.3K	0.43%	49
2023 Q1	$584K	Hold	3,946	–	–	0.37%	55
2022 Q4	$545K	Hold	3,946	–	–	0.39%	54
2022 Q3	$500K	Hold	3,946	–	–	0.41%	53
2022 Q2	$540K	Hold	3,946	–	–	0.47%	53
2022 Q1	$644K	Sell	3,946 -32	-0.8%	-$5.23K	0.51%	48
2021 Q4	$692K	Hold	3,978	–	–	0.52%	45
2021 Q3	$654K	Sell	3,978 -49	-1%	-$8.26K	0.54%	48
2021 Q2	$669K	Sell	4,027 -45	-1%	-$7.36K	0.55%	47
2021 Q1	$636K	Hold	4,072	–	–	0.59%	44
2020 Q4	$606K	Buy	+4,072	New	+$571K	0.69%	43

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

Bond & Devick Financial Network's CRBN Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3.8% in Q2 2026, buying an estimated $49K and bringing the position to 5,443 shares worth $1.38M. The position accounts for 0.34% of the portfolio, ranked #46.

Bond & Devick Financial Network 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.

Bond & Devick Financial Network held 5,443 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.38M as of Q2 2026.
Bond & Devick Financial Network bought 199 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $49K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.34% of Bond & Devick Financial Network's portfolio in Q2 2026, its #46 holding.
Bond & Devick Financial Network 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 Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.