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

Financial Life Planners’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	$12.9K	Buy	51 +1	+2%	+$246	0.01%	220
2026 Q1	$11.2K	Buy	+50	New	+$11.6K	0.01%	231
2025 Q4	–	Sell	-50	Closed	-$11.3K	–	118
2025 Q3	$11.3K	Buy	+50	New	+$10.9K	0.01%	239
2025 Q1	–	Sell	-49	Closed	-$9.55K	–	150
2024 Q4	$9.55K	Buy	+49	New	+$9.68K	0.01%	259

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 Life Planners's CRBN Position: Q2 2026 in Review

Financial Life Planners increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2% in Q2 2026, buying an estimated $246 and bringing the position to 51 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #220.

Financial Life Planners first reported a position in CRBN in Q4 2024 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Financial Life Planners held 51 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $12.9K as of Q2 2026.
Financial Life Planners bought 1 iShares Low Carbon Optimized MSCI ACWI ETF share in Q2 2026, an estimated $246.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #220 holding.
Financial Life Planners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 4 quarters since.
52 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.