Evergreen Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Evergreen Capital 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	$902K	Hold	3,566	–	–	0.02%	590
2026 Q1	$795K	Hold	3,566	–	–	0.02%	570
2025 Q4	$822K	Hold	3,566	–	–	0.02%	526
2025 Q3	$809K	Hold	3,566	–	–	0.02%	457
2025 Q2	$755K	Hold	3,566	–	–	0.02%	430
2025 Q1	$682K	Hold	3,566	–	–	0.02%	405
2024 Q4	$690K	Hold	3,566	–	–	0.02%	412
2024 Q3	$699K	Sell	3,566 -1,019	-22%	-$191K	0.02%	406
2024 Q2	$840K	Hold	4,585	–	–	0.03%	338
2024 Q1	$823K	Hold	4,585	–	–	0.03%	325
2023 Q4	$759K	Hold	4,585	–	–	0.03%	326
2023 Q3	$689K	Hold	4,585	–	–	0.03%	330
2023 Q2	$717K	Buy	+4,585	New	+$692K	0.03%	321

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

Evergreen Capital Management's CRBN Position: Q2 2026 in Review

Evergreen Capital Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 3,566 shares worth $902K. The position accounts for 0.02% of the portfolio, ranked #590.

Evergreen Capital Management first reported a position in CRBN in Q2 2023 and has held it in 13 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Evergreen Capital Management held 3,566 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $902K as of Q2 2026.
Evergreen Capital Management left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Evergreen Capital Management's portfolio in Q2 2026, its #590 holding.
Evergreen Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2023 and has held it in 13 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.