Farther Finance Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Farther Finance Advisors’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 Q3	$408K	Sell	1,594 -92	-5%	-$23.5K	﹤0.01%	1745
2026 Q2	$427K	Buy	1,686 +31	+2%	+$7.64K	﹤0.01%	1672
2026 Q1	$373K	Sell	1,655 -343	-17%	-$79.9K	﹤0.01%	1597
2025 Q4	$461K	Buy	1,998 +315	+19%	+$72.3K	﹤0.01%	1360
2025 Q3	$382K	Hold	1,683	–	–	0.01%	1230
2025 Q2	$356K	Sell	1,683 -104	-6%	-$20.5K	0.01%	1090
2025 Q1	$343K	Buy	+1,787	New	+$352K	0.01%	972
2023 Q2	–	Sell	-31	Closed	-$4.59K	–	2510
2023 Q1	$4.59K	Buy	+31	New	+$4.5K	﹤0.01%	1372

Other funds holding CRBN

SCM

Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Farther Finance Advisors's CRBN Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 5.5% in Q3 2026, selling an estimated $23.5K and leaving 1,594 shares worth $408K. The position accounts for ﹤0.01% of the portfolio, ranked #1745.

Farther Finance Advisors first reported a position in CRBN in Q1 2023 and has held it in 8 quarters since. The position peaked at $461K in Q4 2025. 8 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

Farther Finance Advisors held 1,594 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $408K as of Q3 2026.
Farther Finance Advisors sold 92 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2026, an estimated $23.5K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1745 holding.
Farther Finance Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2023 and has held it in 8 quarters since.
Farther Finance Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $461K in Q4 2025.
8 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.