Cerity Partners
CRBN icon

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

Cerity 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 		$357K Sell
1,410
-119
-8% -$29.3K ﹤0.01% 2673
2026
Q1 		$341K Hold
1,529
– – ﹤0.01% 2520
2025
Q4 		$352K Buy
1,529
+343
+29% +$78.7K ﹤0.01% 2305
2025
Q3 		$269K Buy
1,186
+114
+11% +$24.9K ﹤0.01% 2351
2025
Q2 		$227K Buy
1,072
+9
+0.8% +$1.77K ﹤0.01% 2286
2025
Q1 		$203K Buy
+1,063
New +$209K ﹤0.01% 2210
2024
Q4 		– Sell
-1,309
Closed -$257K – 2465
2024
Q3 		$257K Buy
1,309
+21
+2% +$3.94K ﹤0.01% 2170
2024
Q2 		$236K Buy
1,288
+38
+3% +$6.8K ﹤0.01% 1946
2024
Q1 		$224K Sell
1,250
-6
-0.5% -$1.03K ﹤0.01% 2047
2023
Q4 		$208K Buy
+1,256
New +$195K ﹤0.01% 1703
2023
Q2 		– Sell
-1,382
Closed -$204K – 1704
2023
Q1 		$204K Buy
+1,382
New +$201K ﹤0.01% 1708
2022
Q4 		– Sell
-2,096
Closed -$265K – 1495
2022
Q3 		$265K Sell
2,096
-620
-23% -$87.4K ﹤0.01% 949
2022
Q2 		$372K Hold
2,716
– – ﹤0.01% 835
2022
Q1 		$443K Buy
2,716
+24
+0.9% +$3.92K 0.01% 616
2021
Q4 		$468K Hold
2,692
– – 0.01% 611
2021
Q3 		$442K Hold
2,692
– – 0.01% 489
2021
Q2 		$447K Sell
2,692
-10,526
-80% -$1.72M 0.01% 493
2021
Q1 		$2.06M Buy
13,218
+700
+6% +$108K 0.05% 248
2020
Q4 		$1.86M Buy
+12,518
New +$1.76M 0.06% 225

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

Cerity Partners's CRBN Position: Q2 2026 in Review

Cerity Partners reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 7.8% in Q2 2026, selling an estimated $29.3K and leaving 1,410 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #2673.

Cerity Partners first reported a position in CRBN in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.06M in Q1 2021. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Cerity Partners held 1,410 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $357K as of Q2 2026.
  • Cerity Partners sold 119 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $29.3K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2673 holding.
  • Cerity Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and has held it in 19 quarters since.
  • Cerity Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.06M in Q1 2021.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.