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BSW Wealth Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

BSW Wealth Partners’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 		$14M Buy
55,343
+8,199
+17% +$2.02M 1.56% 12
2026
Q1 		$10.5M Buy
47,144
+7,602
+19% +$1.77M 1.28% 17
2025
Q4 		$9.12M Buy
39,542
+9,423
+31% +$2.16M 1.09% 21
2025
Q3 		$6.83M Buy
30,119
+2,128
+8% +$464K 0.85% 24
2025
Q2 		$5.93M Buy
27,991
+3,114
+13% +$614K 0.81% 25
2025
Q1 		$4.76M Buy
24,877
+67
+0.3% +$13.2K 0.72% 28
2024
Q4 		$4.8M Buy
24,810
+1,562
+7% +$309K 0.71% 29
2024
Q3 		$4.56M Buy
23,248
+688
+3% +$129K 0.68% 30
2024
Q2 		$4.13M Sell
22,560
-86
-0.4% -$15.4K 0.68% 32
2024
Q1 		$4.06M Sell
22,646
-1,082
-5% -$185K 0.69% 31
2023
Q4 		$3.93M Buy
23,728
+5
+0% +$778 0.78% 24
2023
Q3 		$3.56M Sell
23,723
-744
-3% -$116K 0.79% 23
2023
Q2 		$3.83M Sell
24,467
-165
-0.7% -$24.9K 0.8% 22
2023
Q1 		$3.64M Sell
24,632
-2,256
-8% -$327K 0.75% 23
2022
Q4 		$3.71M Buy
26,888
+2,303
+9% +$316K 0.8% 22
2022
Q3 		$3.11M Sell
24,585
-416
-2% -$58.6K 0.76% 18
2022
Q2 		$3.42M Sell
25,001
-24,335
-49% -$3.62M 0.82% 17
2022
Q1 		$8.05M Buy
49,336
+6,671
+16% +$1.09M 2.04% 9
2021
Q4 		$7.42M Buy
42,665
+14,436
+51% +$2.48M 1.86% 10
2021
Q3 		$4.64M Buy
28,229
+1,865
+7% +$315K 1.3% 13
2021
Q2 		$4.38M Sell
26,364
-1,447
-5% -$237K 1.2% 13
2021
Q1 		$4.34M Sell
27,811
-72
-0.3% -$11.1K 1.25% 13
2020
Q4 		$4.15M Buy
27,883
+2,506
+10% +$351K 1.28% 14
2020
Q3 		$3.32M Sell
25,377
-39,627
-61% -$5.14M 1.25% 15
2020
Q2 		$7.85M Buy
65,004
+2,404
+4% +$275K 2.63% 10
2020
Q1 		$6.4M Buy
62,600
+10,817
+21% +$1.31M 2.66% 10
2019
Q4 		$6.7M Buy
51,783
+550
+1% +$68.6K 2.28% 10
2019
Q3 		$6.16M Buy
51,233
+4,236
+9% +$506K 2.37% 11
2019
Q2 		$5.63M Sell
46,997
-26,450
-36% -$3.13M 2.13% 13
2019
Q1 		$8.56M Buy
73,447
+23,721
+48% +$2.67M 3.39% 7
2018
Q4 		$5.12M Buy
+49,726
New +$5.51M 1.94% 17

Other funds holding CRBN

SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BSW Wealth Partners's CRBN Position: Q2 2026 in Review

BSW Wealth Partners increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 17% in Q2 2026, buying an estimated $2.02M and bringing the position to 55,343 shares worth $14M. The position accounts for 1.56% of the portfolio, ranked #12.

BSW Wealth Partners first reported a position in CRBN in Q4 2018 and has held it in 31 quarters since. 17 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • BSW Wealth Partners held 55,343 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $14M as of Q2 2026.
  • BSW Wealth Partners bought 8,199 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.02M.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 1.56% of BSW Wealth Partners's portfolio in Q2 2026, its #12 holding.
  • BSW Wealth Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2018 and has held it in 31 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.