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

Clearstead Advisors’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 		$499K Hold
1,971
– – ﹤0.01% 763
2026
Q1 		$439K Hold
1,971
– – ﹤0.01% 744
2025
Q4 		$454K Hold
1,971
– – 0.01% 681
2025
Q3 		$447K Hold
1,971
– – 0.01% 669
2025
Q2 		$417K Sell
1,971
-388
-16% -$76.5K 0.01% 656
2025
Q1 		$451K Buy
2,359
+711
+43% +$140K 0.01% 607
2024
Q4 		$319K Hold
1,648
– – ﹤0.01% 701
2024
Q3 		$323K Hold
1,648
– – 0.01% 700
2024
Q2 		$302K Sell
1,648
-528
-24% -$94.5K 0.01% 678
2024
Q1 		$391K Hold
2,176
– – 0.02% 351
2023
Q4 		$360K Sell
2,176
-183
-8% -$28.5K 0.02% 368
2023
Q3 		$354K Sell
2,359
-195
-8% -$30.5K 0.02% 344
2023
Q2 		$399K Hold
2,554
– – 0.02% 323
2023
Q1 		$378K Hold
2,554
– – 0.03% 302
2022
Q4 		$353K Sell
2,554
-853
-25% -$117K 0.03% 302
2022
Q3 		$431K Hold
3,407
– – 0.04% 247
2022
Q2 		$466K Buy
3,407
+873
+34% +$130K 0.04% 261
2022
Q1 		$414K Sell
2,534
-830
-25% -$136K 0.03% 291
2021
Q4 		$585K Buy
+3,364
New +$578K 0.04% 238

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

Clearstead Advisors's CRBN Position: Q2 2026 in Review

Clearstead Advisors held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 1,971 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Clearstead Advisors first reported a position in CRBN in Q4 2021 and has held it in 19 quarters since. The position peaked at $585K in Q4 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Clearstead Advisors held 1,971 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $499K as of Q2 2026.
  • Clearstead Advisors left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #763 holding.
  • Clearstead Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and has held it in 19 quarters since.
  • Clearstead Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $585K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.