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

Financial Futures’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	$305K	Sell	1,206 -313	-21%	-$77.1K	0.12%	58
2026 Q1	$339K	Buy	1,519 +206	+16%	+$48K	0.15%	51
2025 Q4	$303K	Buy	1,313 +143	+12%	+$32.8K	0.14%	54
2025 Q3	$266K	Buy	1,170 +43	+4%	+$9.38K	0.13%	57
2025 Q2	$239K	Buy	+1,127	New	+$222K	0.13%	59

Other funds holding CRBN

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Financial Futures's CRBN Position: Q2 2026 in Review

Financial Futures reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 21% in Q2 2026, selling an estimated $77.1K and leaving 1,206 shares worth $305K. The position accounts for 0.12% of the portfolio, ranked #58.

Financial Futures first reported a position in CRBN in Q2 2025 and has held it in 5 quarters since. The position peaked at $339K in Q1 2026. 52 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Financial Futures held 1,206 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $305K as of Q2 2026.
Financial Futures sold 313 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $77.1K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.12% of Financial Futures's portfolio in Q2 2026, its #58 holding.
Financial Futures first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2025 and has held it in 5 quarters since.
Financial Futures's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $339K in Q1 2026.
52 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Financial Futures's 13F filing for Q2 2026, filed 27 Jul 2026.