Commonwealth Equity Services
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Commonwealth Equity Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Commonwealth Equity Services’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 		$794K Buy
3,564
+104
+3% +$24.2K ﹤0.01% 2802
2025
Q4 		$798K Buy
3,460
+183
+6% +$42K ﹤0.01% 2772
2025
Q3 		$744K Sell
3,277
-6
-0.2% -$1.31K ﹤0.01% 2839
2025
Q2 		$696K Sell
3,283
-1,110
-25% -$219K ﹤0.01% 2881
2025
Q1 		$840K Sell
4,393
-203
-4% -$40K ﹤0.01% 2604
2024
Q4 		$890K Buy
4,596
+37
+0.8% +$7.31K ﹤0.01% 2480
2024
Q3 		$894K Sell
4,559
-637
-12% -$119K ﹤0.01% 2438
2024
Q2 		$952K Buy
5,196
+518
+11% +$92.7K ﹤0.01% 2322
2024
Q1 		$840K Sell
4,678
-13
-0.3% -$2.23K ﹤0.01% 2373
2023
Q4 		$776K Sell
4,691
-2,609
-36% -$406K ﹤0.01% 2349
2023
Q3 		$1.1M Sell
7,300
-9,508
-57% -$1.49M ﹤0.01% 2011
2023
Q2 		$2.63M Buy
16,808
+2,881
+21% +$435K 0.01% 1447
2023
Q1 		$2.06K Buy
13,927
+297
+2% +$43.1K ﹤0.01% 1539
2022
Q4 		$1.88M Buy
13,630
+916
+7% +$126K ﹤0.01% 1538
2022
Q3 		$1.61M Buy
12,714
+5,490
+76% +$774K ﹤0.01% 1576
2022
Q2 		$988K Buy
7,224
+3,506
+94% +$521K ﹤0.01% 1910
2022
Q1 		$607K Sell
3,718
-1,237
-25% -$202K ﹤0.01% 2363
2021
Q4 		$862K Sell
4,955
-24
-0.5% -$4.12K ﹤0.01% 2100
2021
Q3 		$818K Sell
4,979
-1,487
-23% -$251K ﹤0.01% 2081
2021
Q2 		$1.07M Buy
6,466
+534
+9% +$87.3K ﹤0.01% 1860
2021
Q1 		$926K Sell
5,932
-68
-1% -$10.5K ﹤0.01% 1855
2020
Q4 		$892K Buy
6,000
+2,813
+88% +$394K ﹤0.01% 1718
2020
Q3 		$417K Sell
3,187
-496
-13% -$64.3K ﹤0.01% 2092
2020
Q2 		$445K Buy
3,683
+6
+0.2% +$686 ﹤0.01% 1965
2020
Q1 		$376K Sell
3,677
-4,281
-54% -$519K ﹤0.01% 1897
2019
Q4 		$1.03M Sell
7,958
-250
-3% -$31.2K ﹤0.01% 1406
2019
Q3 		$986K Sell
8,208
-86
-1% -$10.3K ﹤0.01% 1375
2019
Q2 		$992K Buy
8,294
+2,954
+55% +$349K ﹤0.01% 1349
2019
Q1 		$622K Buy
+5,340
New +$601K ﹤0.01% 1600
2018
Q4 		– Sell
-1,851
Closed -$222K – 2701
2018
Q3 		$222K Sell
1,851
-83
-4% -$9.82K ﹤0.01% 2411
2018
Q2 		$223K Buy
1,934
+225
+13% +$26.5K ﹤0.01% 2371
2018
Q1 		$199K Buy
+1,709
New +$205K ﹤0.01% 2412

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

Commonwealth Equity Services's CRBN Position: Q1 2026 in Review

Commonwealth Equity Services increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3% in Q1 2026, buying an estimated $24.2K and bringing the position to 3,564 shares worth $794K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

Commonwealth Equity Services first reported a position in CRBN in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.63M in Q2 2023. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Commonwealth Equity Services held 3,564 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $794K as of Q1 2026.
  • Commonwealth Equity Services bought 104 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $24.2K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2802 holding.
  • Commonwealth Equity Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and has held it in 32 quarters since.
  • Commonwealth Equity Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.63M in Q2 2023.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.