Focus Partners Wealth
CRBN icon

Focus Partners Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Focus Partners Wealth’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
Q1 		$712K Buy
3,195
+148
+5% +$34.5K ﹤0.01% 1760
2025
Q4 		$702K Buy
3,047
+1,450
+91% +$333K ﹤0.01% 1788
2025
Q3 		$362K Sell
1,597
-4,409
-73% -$962K ﹤0.01% 1754
2025
Q2 		$1.27M Buy
6,006
+1,127
+23% +$222K ﹤0.01% 1042
2025
Q1 		$933K Buy
4,879
+147
+3% +$29K ﹤0.01% 1090
2024
Q4 		$916K Buy
4,732
+189
+4% +$37.3K ﹤0.01% 1083
2024
Q3 		$891K Buy
+4,543
New +$852K ﹤0.01% 969

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Focus Partners Wealth's CRBN Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 4.9% in Q1 2026, buying an estimated $34.5K and bringing the position to 3,195 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Focus Partners Wealth first reported a position in CRBN in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.27M in Q2 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Focus Partners Wealth held 3,195 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $712K as of Q1 2026.
  • Focus Partners Wealth bought 148 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $34.5K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1760 holding.
  • Focus Partners Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and has held it in 7 quarters since.
  • Focus Partners Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.27M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.