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CRBN icon

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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 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 $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Certuity's CRBN Position: Q1 2026 in Review

Certuity held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 1,743 shares worth $388K. The position accounts for 0.03% of the portfolio, ranked #362.

Certuity first reported a position in CRBN in Q4 2019 and has held it in 26 quarters since. The position peaked at $478K in Q3 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Certuity held 1,743 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $388K as of Q1 2026.
  • Certuity left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.03% of Certuity's portfolio in Q1 2026, its #362 holding.
  • Certuity first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
  • Certuity's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $478K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.