Envestnet Asset Management
CRBN icon

Envestnet Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Envestnet Asset Management’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 		$2.02M Buy
7,967
+268
+3% +$66K ﹤0.01% 3151
2026
Q1 		$1.72M Sell
7,699
-1,607
-17% -$374K ﹤0.01% 3114
2025
Q4 		$2.15M Buy
9,306
+183
+2% +$42K ﹤0.01% 2774
2025
Q3 		$2.07M Sell
9,123
-11,100
-55% -$2.42M ﹤0.01% 2854
2025
Q2 		$4.28M Buy
20,223
+10
+0% +$1.97K ﹤0.01% 2295
2025
Q1 		$3.86M Sell
20,213
-677
-3% -$133K ﹤0.01% 2310
2024
Q4 		$4.04M Buy
20,890
+650
+3% +$128K ﹤0.01% 2248
2024
Q3 		$3.97M Buy
20,240
+1,093
+6% +$205K ﹤0.01% 2254
2024
Q2 		$3.51M Hold
19,147
– – ﹤0.01% 2261
2024
Q1 		$3.44M Sell
19,147
-2,628
-12% -$450K ﹤0.01% 2232
2023
Q4 		$3.6M Sell
21,775
-305
-1% -$47.5K ﹤0.01% 2107
2023
Q3 		$3.32M Buy
22,080
+83
+0.4% +$13K ﹤0.01% 2082
2023
Q2 		$3.44M Sell
21,997
-1,605
-7% -$242K ﹤0.01% 1933
2023
Q1 		$3.49M Sell
23,602
-2,831
-11% -$411K ﹤0.01% 1845
2022
Q4 		$3.65M Sell
26,433
-63
-0.2% -$8.63K ﹤0.01% 1781
2022
Q3 		$3.35M Sell
26,496
-4,530
-15% -$638K ﹤0.01% 1753
2022
Q2 		$4.25M Buy
31,026
+1,554
+5% +$231K ﹤0.01% 1616
2022
Q1 		$4.81M Buy
29,472
+234
+0.8% +$38.2K ﹤0.01% 1629
2021
Q4 		$5.09M Buy
29,238
+978
+3% +$168K ﹤0.01% 1595
2021
Q3 		$4.64M Sell
28,260
-385
-1% -$64.9K ﹤0.01% 1598
2021
Q2 		$4.75M Buy
28,645
+4,910
+21% +$803K ﹤0.01% 1548
2021
Q1 		$3.71M Buy
23,735
+1,991
+9% +$307K ﹤0.01% 1586
2020
Q4 		$3.23M Buy
21,744
+19,953
+1,114% +$2.8M ﹤0.01% 1491
2020
Q3 		$235K Buy
+1,791
New +$232K ﹤0.01% 2837

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Envestnet Asset Management's CRBN Position: Q2 2026 in Review

Envestnet Asset Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3.5% in Q2 2026, buying an estimated $66K and bringing the position to 7,967 shares worth $2.02M. The position accounts for ﹤0.01% of the portfolio, ranked #3151.

Envestnet Asset Management first reported a position in CRBN in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.09M in Q4 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Envestnet Asset Management held 7,967 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.02M as of Q2 2026.
  • Envestnet Asset Management bought 268 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $66K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3151 holding.
  • Envestnet Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2020 and has held it in 24 quarters since.
  • Envestnet Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $5.09M in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.