CPCM
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Cardinal Point Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Cardinal Point Capital Management’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 		$1.72M Sell
6,794
-74
-1% -$18.2K 0.1% 98
2026
Q1 		$1.53M Sell
6,868
-130
-2% -$30.3K 0.09% 95
2025
Q4 		$1.61M Sell
6,998
-84
-1% -$19.3K 0.11% 91
2025
Q3 		$1.6M Buy
7,082
+177
+3% +$38.6K 0.11% 89
2025
Q2 		$1.46M Sell
6,905
-120
-2% -$23.6K 0.12% 85
2025
Q1 		$1.34M Buy
7,025
+160
+2% +$31.5K 0.12% 80
2024
Q4 		$1.33M Buy
6,865
+230
+3% +$45.4K 0.21% 30
2024
Q3 		$1.3M Hold
6,635
– – 0.22% 29
2024
Q2 		$1.22M Buy
6,635
+320
+5% +$57.2K 0.21% 31
2024
Q1 		$1.13M Buy
6,315
+20
+0.3% +$3.43K 0.22% 27
2023
Q4 		$1.04M Sell
6,295
-100
-2% -$15.6K 0.25% 26
2023
Q3 		$961K Hold
6,395
– – 0.25% 27
2023
Q2 		$1M Sell
6,395
-20
-0.3% -$3.02K 0.3% 28
2023
Q1 		$949K Buy
6,415
+390
+6% +$56.6K 0.29% 28
2022
Q4 		$832K Buy
+6,025
New +$826K 0.29% 30

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
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

Cardinal Point Capital Management's CRBN Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.1% in Q2 2026, selling an estimated $18.2K and leaving 6,794 shares worth $1.72M. The position accounts for 0.1% of the portfolio, ranked #98.

Cardinal Point Capital Management first reported a position in CRBN in Q4 2022 and has held it in 15 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Cardinal Point Capital Management held 6,794 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.72M as of Q2 2026.
  • Cardinal Point Capital Management sold 74 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $18.2K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.1% of Cardinal Point Capital Management's portfolio in Q2 2026, its #98 holding.
  • Cardinal Point Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and has held it in 15 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.