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

Certuity’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	$444K	Buy	1,755 +12	+0.7%	+$2.96K	0.02%	387
2026 Q1	$388K	Hold	1,743	–	–	0.03%	362
2025 Q4	$402K	Sell	1,743 -364	-17%	-$83.5K	0.03%	327
2025 Q3	$478K	Hold	2,107	–	–	0.03%	276
2025 Q2	$446K	Buy	2,107 +17	+0.8%	+$3.35K	0.04%	220
2025 Q1	$399K	Hold	2,090	–	–	0.04%	215
2024 Q4	$405K	Buy	2,090 +24	+1%	+$4.74K	0.04%	206
2024 Q3	$405K	Hold	2,066	–	–	0.04%	206
2024 Q2	$379K	Buy	2,066 +17	+0.8%	+$3.04K	0.03%	218
2024 Q1	$368K	Hold	2,049	–	–	0.03%	212
2023 Q4	$339K	Buy	2,049 +23	+1%	+$3.58K	0.03%	229
2023 Q3	$304K	Hold	2,026	–	–	0.04%	193
2023 Q2	$317K	Buy	2,026 +19	+0.9%	+$2.87K	0.04%	192
2023 Q1	$297K	Hold	2,007	–	–	0.04%	162
2022 Q4	$277K	Hold	2,007	–	–	0.04%	160
2022 Q3	$254K	Hold	2,007	–	–	0.06%	151
2022 Q2	$275K	Hold	2,007	–	–	0.07%	162
2022 Q1	$328K	Hold	2,007	–	–	0.07%	191
2021 Q4	$349K	Hold	2,007	–	–	0.07%	182
2021 Q3	$330K	Hold	2,007	–	–	0.07%	250
2021 Q2	$333K	Hold	2,007	–	–	0.08%	209
2021 Q1	$313K	Hold	2,007	–	–	0.08%	196
2020 Q4	$299K	Hold	2,007	–	–	0.1%	153
2020 Q3	$263K	Hold	2,007	–	–	0.1%	143
2020 Q2	$243K	Hold	2,007	–	–	0.11%	137
2020 Q1	$205K	Hold	2,007	–	–	0.11%	138
2019 Q4	$260K	Buy	+2,007	New	+$250K	0.12%	127

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

Certuity's CRBN Position: Q2 2026 in Review

Certuity increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.69% in Q2 2026, buying an estimated $2.96K and bringing the position to 1,755 shares worth $444K. The position accounts for 0.02% of the portfolio, ranked #387.

Certuity first reported a position in CRBN in Q4 2019 and has held it in 27 quarters since. The position peaked at $478K in Q3 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Certuity held 1,755 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $444K as of Q2 2026.
Certuity bought 12 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.96K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #387 holding.
Certuity first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 27 quarters since.
Certuity's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $478K in Q3 2025.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.