Crewe Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Crewe Advisors’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	$7.45K	Hold	29	–	–	﹤0.01%	813
2026 Q1	$6.52K	Hold	29	–	–	﹤0.01%	728
2025 Q4	$6.75K	Hold	29	–	–	﹤0.01%	684
2025 Q3	$6.54K	Hold	29	–	–	﹤0.01%	701
2025 Q2	$6.11K	Hold	29	–	–	﹤0.01%	511
2025 Q1	$5.47K	Hold	29	–	–	﹤0.01%	472
2024 Q4	$5.54K	Buy	29 +1	+4%	+$198	﹤0.01%	471
2024 Q3	$5.55K	Hold	28	–	–	﹤0.01%	566
2024 Q2	$5.18K	Hold	28	–	–	﹤0.01%	793
2024 Q1	$5.03K	Hold	28	–	–	﹤0.01%	728
2023 Q4	$4.64K	Hold	28	–	–	﹤0.01%	256
2023 Q3	$4.17K	Hold	28	–	–	﹤0.01%	303
2023 Q2	$4.34K	Buy	28 +1	+4%	+$151	﹤0.01%	481
2023 Q1	$4.07K	Hold	27	–	–	﹤0.01%	657
2022 Q4	$3.79K	Hold	27	–	–	﹤0.01%	730
2022 Q3	$3K	Hold	27	–	–	﹤0.01%	951
2022 Q2	$4K	Hold	27	–	–	﹤0.01%	802
2022 Q1	$4K	Hold	27	–	–	﹤0.01%	404
2021 Q4	$5K	Hold	27	–	–	﹤0.01%	353
2021 Q3	$4K	Hold	27	–	–	﹤0.01%	315
2021 Q2	$4K	Buy	27 +15	+125%	+$2.45K	﹤0.01%	343
2021 Q1	$2K	Hold	12	–	–	﹤0.01%	407
2020 Q4	$2K	Buy	+12	New	+$1.68K	﹤0.01%	397

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

Crewe Advisors's CRBN Position: Q2 2026 in Review

Crewe Advisors held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 29 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Crewe Advisors first reported a position in CRBN in Q4 2020 and has held it in 23 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Crewe Advisors held 29 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $7.45K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #813 holding.
Crewe Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.