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 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

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

CX Institutional's CRBN Position: Q2 2026 in Review

CX Institutional held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 49 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1262.

CX Institutional first reported a position in CRBN in Q2 2022 and has held it in 7 quarters since. The position peaked at $503K in Q2 2022. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

CX Institutional held 49 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $12K as of Q2 2026.
CX Institutional 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 CX Institutional's portfolio in Q2 2026, its #1262 holding.
CX Institutional first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2022 and has held it in 7 quarters since.
CX Institutional's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $503K in Q2 2022.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.