Coldstream Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Coldstream Capital Management’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	$4.58M	Hold	18,105	–	–	0.06%	161
2026 Q1	$4.03M	Hold	18,105	–	–	0.05%	165
2025 Q4	$4.17M	Sell	18,105 -36	-0.2%	-$8.26K	0.05%	169
2025 Q3	$4.12M	Sell	18,141 -110	-0.6%	-$24K	0.06%	171
2025 Q2	$3.87M	Sell	18,251 -54	-0.3%	-$10.6K	0.06%	169
2025 Q1	$3.5M	Hold	18,305	–	–	0.07%	157
2024 Q4	$3.54M	Sell	18,305 -140	-0.8%	-$27.7K	0.08%	151
2024 Q3	$3.65M	Buy	+18,445	New	+$3.46M	0.08%	147

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

Coldstream Capital Management's CRBN Position: Q2 2026 in Review

Coldstream Capital Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 18,105 shares worth $4.58M. The position accounts for 0.06% of the portfolio, ranked #161.

Coldstream Capital Management first reported a position in CRBN in Q3 2024 and has held it in 8 quarters since. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Coldstream Capital Management held 18,105 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.58M as of Q2 2026.
Coldstream Capital Management left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.06% of Coldstream Capital Management's portfolio in Q2 2026, its #161 holding.
Coldstream Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.