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

Godfrey Financial Associates’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	$23.8K	Buy	+94	New	+$23.2K	0.02%	337

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

Godfrey Financial Associates's CRBN Position: Q2 2026 in Review

Godfrey Financial Associates opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 94 shares worth $23.8K. The stake represents 0.02% of the portfolio and ranks #337 among its holdings.

137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Godfrey Financial Associates held 94 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $23.8K as of Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF was a new Godfrey Financial Associates position in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Godfrey Financial Associates's portfolio in Q2 2026, its #337 holding.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.