Creative Planning
CRBN icon

Creative Planning’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Creative Planning’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 		$1.61M Sell
7,226
-1,517
-17% -$353K ﹤0.01% 2077
2025
Q4 		$2.02M Buy
8,743
+370
+4% +$84.9K ﹤0.01% 1730
2025
Q3 		$1.9M Sell
8,373
-98
-1% -$21.4K ﹤0.01% 1592
2025
Q2 		$1.79M Buy
8,471
+108
+1% +$21.3K ﹤0.01% 1406
2025
Q1 		$1.6M Buy
8,363
+1,928
+30% +$380K ﹤0.01% 1356
2024
Q4 		$1.25M Buy
6,435
+317
+5% +$62.6K ﹤0.01% 1479
2024
Q3 		$1.2M Hold
6,118
– – ﹤0.01% 1387
2024
Q2 		$1.12M Sell
6,118
-137
-2% -$24.5K ﹤0.01% 1325
2024
Q1 		$1.12M Buy
6,255
+141
+2% +$24.2K ﹤0.01% 1265
2023
Q4 		$1.01M Hold
6,114
– – ﹤0.01% 1224
2023
Q3 		$919K Sell
6,114
-189
-3% -$29.5K ﹤0.01% 1202
2023
Q2 		$986K Hold
6,303
– – ﹤0.01% 1131
2023
Q1 		$932K Sell
6,303
-482
-7% -$69.9K ﹤0.01% 1119
2022
Q4 		$937K Buy
6,785
+5,154
+316% +$706K ﹤0.01% 1065
2022
Q3 		$207K Sell
1,631
-4,221
-72% -$595K ﹤0.01% 1891
2022
Q2 		$801K Buy
5,852
+68
+1% +$10.1K ﹤0.01% 1064
2022
Q1 		$944K Buy
5,784
+4,043
+232% +$660K ﹤0.01% 1007
2021
Q4 		$303K Buy
1,741
+14
+0.8% +$2.4K ﹤0.01% 1613
2021
Q3 		$284K Buy
1,727
+239
+16% +$40.3K ﹤0.01% 1626
2021
Q2 		$247K Sell
1,488
-6
-0.4% -$981 ﹤0.01% 1674
2021
Q1 		$233K Buy
+1,494
New +$230K ﹤0.01% 1972

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

Creative Planning's CRBN Position: Q1 2026 in Review

Creative Planning reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 17% in Q1 2026, selling an estimated $353K and leaving 7,226 shares worth $1.61M. The position accounts for ﹤0.01% of the portfolio, ranked #2077.

Creative Planning first reported a position in CRBN in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.02M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Creative Planning held 7,226 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.61M as of Q1 2026.
  • Creative Planning sold 1,517 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $353K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2077 holding.
  • Creative Planning first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and has held it in 21 quarters since.
  • Creative Planning's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.02M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.