Ellenbecker Investment Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ellenbecker Investment Group’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	$372K	Buy	+1,472	New	+$363K	0.04%	100

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

Ellenbecker Investment Group's CRBN Position: Q2 2026 in Review

Ellenbecker Investment Group opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 1,472 shares worth $372K. The stake represents 0.04% of the portfolio and ranks #100 among its holdings.

137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Ellenbecker Investment Group held 1,472 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $372K as of Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF was a new Ellenbecker Investment Group position in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.04% of Ellenbecker Investment Group's portfolio in Q2 2026, its #100 holding.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.