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Creekside Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Creekside Partners’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 		$224K Sell
885
-30
-3% -$7.39K 0.08% 180
2026
Q1 		$204K Hold
915
– – 0.08% 180
2025
Q4 		$211K Buy
915
+9
+1% +$2.06K 0.09% 176
2025
Q3 		$206K Buy
+906
New +$198K 0.09% 168

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

Creekside Partners's CRBN Position: Q2 2026 in Review

Creekside Partners reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3.3% in Q2 2026, selling an estimated $7.39K and leaving 885 shares worth $224K. The position accounts for 0.08% of the portfolio, ranked #180.

Creekside Partners first reported a position in CRBN in Q3 2025 and has held it in 4 quarters since. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Creekside Partners held 885 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $224K as of Q2 2026.
  • Creekside Partners sold 30 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $7.39K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.08% of Creekside Partners's portfolio in Q2 2026, its #180 holding.
  • Creekside Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.