Cary Street Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Cary Street 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	$310K	Buy	1,224 +62	+5%	+$15.3K	0.01%	801
2026 Q1	$259K	Sell	1,162 -455	-28%	-$106K	0.01%	758
2025 Q4	$373K	Buy	+1,617	New	+$371K	0.01%	673

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

Cary Street Partners's CRBN Position: Q2 2026 in Review

Cary Street Partners increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 5.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,224 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #801.

Cary Street Partners first reported a position in CRBN in Q4 2025 and has held it in 3 quarters since. The position peaked at $373K in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Cary Street Partners held 1,224 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $310K as of Q2 2026.
Cary Street Partners bought 62 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $15.3K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #801 holding.
Cary Street Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
Cary Street Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $373K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.