CX Institutional’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

CX Institutional’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 Q3	$13K	Hold	49	–	–	﹤0.01%	1303
2026 Q2	$12K	Hold	49	–	–	﹤0.01%	1262
2026 Q1	$11K	Sell	49 -1	-2%	-$233	﹤0.01%	1272
2025 Q4	$11K	Buy	50 +1	+2%	+$229	﹤0.01%	1178
2025 Q3	$11K	Hold	49	–	–	﹤0.01%	1178
2025 Q2	$10K	Hold	49	–	–	﹤0.01%	1034
2025 Q1	$9K	Buy	+49	New	+$9.65K	﹤0.01%	1019
2022 Q3	–	Sell	-3,677	Closed	-$503K	–	595
2022 Q2	$503K	Buy	+3,677	New	+$546K	0.04%	337

Other funds holding CRBN

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CX Institutional's CRBN Position: Q3 2026 in Review

CX Institutional held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q3 2026 at 49 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

CX Institutional first reported a position in CRBN in Q2 2022 and has held it in 8 quarters since. The position peaked at $503K in Q2 2022. 8 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

CX Institutional held 49 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $13K as of Q3 2026.
CX Institutional left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q3 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1303 holding.
CX Institutional first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2022 and has held it in 8 quarters since.
CX Institutional's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $503K in Q2 2022.
8 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.