Dunhill Financial’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Dunhill Financial’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	$3.79K	Hold	15	–	–	﹤0.01%	726
2026 Q1	$3.34K	Hold	15	–	–	﹤0.01%	697
2025 Q4	$3.46K	Hold	15	–	–	﹤0.01%	654
2025 Q3	$3.4K	Hold	15	–	–	﹤0.01%	611
2025 Q2	$3.18K	Hold	15	–	–	﹤0.01%	611
2025 Q1	$2.87K	Buy	+15	New	+$2.96K	﹤0.01%	676

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

Dunhill Financial's CRBN Position: Q2 2026 in Review

Dunhill Financial held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 15 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Dunhill Financial first reported a position in CRBN in Q1 2025 and has held it in 6 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Dunhill Financial held 15 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $3.79K as of Q2 2026.
Dunhill Financial 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 Dunhill Financial's portfolio in Q2 2026, its #726 holding.
Dunhill Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2025 and has held it in 6 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.