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Community Financial Services Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Community Financial Services Group’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 		$68.5K Hold
272
– – 0.01% 206
2026
Q1 		$61.2K Buy
+272
New +$63.4K 0.01% 177
2024
Q2 		– Sell
-2,247
Closed -$403K – 124
2024
Q1 		$403K Buy
+2,247
New +$385K 0.09% 114
2023
Q3 		$1.53M Buy
+10,172
New +$1.59M 0.39% 46
2021
Q4 		$917K Buy
5,272
+1,665
+46% +$286K 0.23% 57
2021
Q3 		$593K Buy
3,607
+325
+10% +$54.8K 0.16% 67
2021
Q2 		$545K Buy
+3,282
New +$537K 0.15% 72

Other funds holding CRBN

BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Community Financial Services Group's CRBN Position: Q2 2026 in Review

Community Financial Services Group held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 272 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #206.

Community Financial Services Group first reported a position in CRBN in Q2 2021 and has held it in 7 quarters since. The position peaked at $1.53M in Q3 2023. 17 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Community Financial Services Group held 272 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $68.5K as of Q2 2026.
  • Community Financial Services Group 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 Community Financial Services Group's portfolio in Q2 2026, its #206 holding.
  • Community Financial Services Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2021 and has held it in 7 quarters since.
  • Community Financial Services Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.53M in Q3 2023.
  • 17 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.