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

Brighton Jones 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	$465K	Buy	1,837 +12	+0.7%	+$2.96K	0.01%	823
2026 Q1	$407K	Buy	+1,825	New	+$425K	0.01%	786
2025 Q4	–	Sell	-2,296	Closed	-$521K	–	232
2025 Q3	$521K	Hold	2,296	–	–	0.01%	614
2025 Q2	$486K	Buy	2,296 +19	+0.8%	+$3.75K	0.01%	545
2025 Q1	$435K	Hold	2,277	–	–	0.01%	428
2024 Q4	$441K	Buy	2,277 +26	+1%	+$5.13K	0.01%	425
2024 Q3	$441K	Hold	2,251	–	–	0.02%	347
2024 Q2	$413K	Buy	2,251 +18	+0.8%	+$3.22K	0.01%	393
2024 Q1	$401K	Hold	2,233	–	–	0.01%	398
2023 Q4	$369K	Buy	2,233 +25	+1%	+$3.89K	0.02%	394
2023 Q3	$332K	Hold	2,208	–	–	0.02%	381
2023 Q2	$345K	Buy	+2,208	New	+$333K	0.02%	369

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

Brighton Jones LLC's CRBN Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.66% in Q2 2026, buying an estimated $2.96K and bringing the position to 1,837 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #823.

Brighton Jones LLC first reported a position in CRBN in Q2 2023 and has held it in 12 quarters since. The position peaked at $521K in Q3 2025. 139 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Brighton Jones LLC held 1,837 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $465K as of Q2 2026.
Brighton Jones LLC bought 12 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.96K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #823 holding.
Brighton Jones LLC first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2023 and has held it in 12 quarters since.
Brighton Jones LLC's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $521K in Q3 2025.
139 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.