Carson Wealth (CWM LLC)
CRBN icon

Carson Wealth (CWM LLC)’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Carson Wealth (CWM 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 		$83.3K Buy
374
+77
+26% +$17.9K ﹤0.01% 3420
2025
Q4 		$68K Hold
297
– – ﹤0.01% 3375
2025
Q3 		$67K Hold
297
– – ﹤0.01% 3284
2025
Q2 		$63K Hold
297
– – ﹤0.01% 3092
2025
Q1 		$57K Hold
297
– – ﹤0.01% 2864
2024
Q4 		$57K Hold
297
– – ﹤0.01% 2701
2024
Q3 		$58K Sell
297
-25
-8% -$4.69K ﹤0.01% 2576
2024
Q2 		$59K Hold
322
– – ﹤0.01% 2350
2024
Q1 		$58K Sell
322
-49
-13% -$8.39K ﹤0.01% 2201
2023
Q4 		$61K Buy
371
+1
+0.3% +$156 ﹤0.01% 2046
2023
Q3 		$56K Sell
370
-78
-17% -$12.2K ﹤0.01% 1990
2023
Q2 		$70K Buy
448
+79
+21% +$11.9K ﹤0.01% 1768
2023
Q1 		$55K Sell
369
-297
-45% -$43.1K ﹤0.01% 1806
2022
Q4 		$92K Buy
666
+297
+80% +$40.7K ﹤0.01% 1413
2022
Q3 		$47K Sell
369
-150
-29% -$21.1K ﹤0.01% 1683
2022
Q2 		$71K Buy
519
+151
+41% +$22.4K ﹤0.01% 1458
2022
Q1 		$60K Hold
368
– – ﹤0.01% 1525
2021
Q4 		$64K Buy
+368
New +$63.2K ﹤0.01% 1476
2021
Q2 		$12K Hold
70
– – ﹤0.01% 2012
2021
Q1 		$12K Hold
70
– – ﹤0.01% 2012
2020
Q4 		$12K Hold
70
– – ﹤0.01% 2012
2020
Q3 		$12K Hold
70
– – ﹤0.01% 2011
2020
Q2 		$12K Hold
70
– – ﹤0.01% 2011
2020
Q1 		$12K Hold
70
– – ﹤0.01% 2011
2019
Q4 		$12K Hold
70
– – ﹤0.01% 2011
2019
Q3 		$12K Hold
70
– – ﹤0.01% 2011
2019
Q2 		$12K Hold
70
– – ﹤0.01% 2011
2019
Q1 		$12K Buy
70
+2
+3% +$225 ﹤0.01% 2011
2018
Q4 		$7K Hold
68
– – ﹤0.01% 1435
2018
Q3 		$8K Hold
68
– – ﹤0.01% 1214
2018
Q2 		$8K Hold
68
– – ﹤0.01% 1058
2018
Q1 		$8K Hold
68
– – ﹤0.01% 888
2017
Q4 		$8K Buy
+68
New +$7.83K ﹤0.01% 934

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
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 $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Carson Wealth (CWM LLC)'s CRBN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 26% in Q1 2026, buying an estimated $17.9K and bringing the position to 374 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3420.

Carson Wealth (CWM LLC) first reported a position in CRBN in Q4 2017 and has held it in 33 quarters since. The position peaked at $92K in Q4 2022. 129 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 374 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $83.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 77 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $17.9K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3420 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $92K in Q4 2022.
  • 129 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.