Gould Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Gould Asset Management’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	$2.16M	Sell	8,555 -165	-2%	-$40.7K	0.34%	36
2026 Q1	$1.94M	Sell	8,720 -690	-7%	-$161K	0.34%	41
2025 Q4	$2.17M	Sell	9,410 -110	-1%	-$25.2K	0.38%	37
2025 Q3	$2.16M	Sell	9,520 -265	-3%	-$57.8K	0.4%	32
2025 Q2	$2.07M	Sell	9,785 -175	-2%	-$34.5K	0.41%	34
2025 Q1	$1.9M	Sell	9,960 -70	-0.7%	-$13.8K	0.39%	37
2024 Q4	$1.94M	Sell	10,030 -50	-0.5%	-$9.88K	0.41%	35
2024 Q3	$1.98M	Sell	10,080 -360	-3%	-$67.5K	0.42%	33
2024 Q2	$1.91M	Sell	10,440 -945	-8%	-$169K	0.44%	33
2024 Q1	$2.04M	Buy	11,385 +1,065	+10%	+$182K	0.49%	30
2023 Q4	$1.71M	Buy	10,320 +945	+10%	+$147K	0.44%	30
2023 Q3	$1.41M	Sell	9,375 -195	-2%	-$30.5K	0.4%	32
2023 Q2	$1.5M	Hold	9,570	–	–	0.42%	32
2023 Q1	$1.42M	Hold	9,570	–	–	0.4%	33
2022 Q4	$1.32M	Buy	9,570 +1,975	+26%	+$271K	0.4%	36
2022 Q3	$962K	Buy	7,595 +2,320	+44%	+$327K	0.33%	35
2022 Q2	$722K	Sell	5,275 -220	-4%	-$32.7K	0.23%	51
2022 Q1	$897K	Hold	5,495	–	–	0.26%	40
2021 Q4	$956K	Sell	5,495 -380	-6%	-$65.2K	0.27%	40
2021 Q3	$965K	Buy	5,875 +5	+0.1%	+$843	0.3%	39
2021 Q2	$974K	Buy	5,870 +410	+8%	+$67K	0.28%	47
2021 Q1	$853K	Buy	5,460 +1,425	+35%	+$220K	0.26%	50
2020 Q4	$600K	Buy	4,035 +425	+12%	+$59.6K	0.18%	63
2020 Q3	$473K	Buy	3,610 +140	+4%	+$18.2K	0.16%	70
2020 Q2	$419K	Sell	3,470 -235	-6%	-$26.9K	0.15%	74
2020 Q1	$379K	Sell	3,705 -295	-7%	-$35.8K	0.14%	74
2019 Q4	$518K	Sell	4,000 -320	-7%	-$39.9K	0.17%	70
2019 Q3	$519K	Sell	4,320 -70	-2%	-$8.36K	0.18%	66
2019 Q2	$526K	Sell	4,390 -400	-8%	-$47.3K	0.19%	64
2019 Q1	$559K	Buy	4,790 +580	+14%	+$65.2K	0.21%	64
2018 Q4	$434K	Sell	4,210 -3,420	-45%	-$379K	0.18%	68
2018 Q3	$916K	Buy	7,630 +945	+14%	+$112K	0.37%	43
2018 Q2	$771K	Buy	6,685 +510	+8%	+$60K	0.33%	46
2018 Q1	$721K	Sell	6,175 -500	-7%	-$59.9K	0.32%	51
2017 Q4	$780K	Buy	6,675 +1,735	+35%	+$200K	0.34%	47
2017 Q3	$555K	Buy	4,940 +95	+2%	+$10.5K	0.25%	56
2017 Q2	$522K	Buy	4,845 +1,955	+68%	+$209K	0.25%	58
2017 Q1	$302K	Hold	2,890	–	–	0.15%	83
2016 Q4	$279K	Buy	+2,890	New	+$278K	0.14%	88

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

Gould Asset Management's CRBN Position: Q2 2026 in Review

Gould Asset Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.9% in Q2 2026, selling an estimated $40.7K and leaving 8,555 shares worth $2.16M. The position accounts for 0.34% of the portfolio, ranked #36.

Gould Asset Management first reported a position in CRBN in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.17M in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Gould Asset Management held 8,555 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.16M as of Q2 2026.
Gould Asset Management sold 165 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $40.7K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.34% of Gould Asset Management's portfolio in Q2 2026, its #36 holding.
Gould Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2016 and has held it in 39 quarters since.
Gould Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.17M in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.