Gradient Investments’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Gradient Investments’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	$2.06M	Buy	8,150 +316	+4%	+$77.9K	0.03%	263
2026 Q1	$1.75M	Sell	7,834 -108	-1%	-$25.2K	0.03%	266
2025 Q4	$1.83M	Buy	7,942 +421	+6%	+$96.6K	0.03%	214
2025 Q3	$1.71M	Sell	7,521 -118	-2%	-$25.7K	0.03%	207
2025 Q2	$1.62M	Sell	7,639 -1,674	-18%	-$330K	0.03%	205
2025 Q1	$1.78M	Sell	9,313 -473	-5%	-$93.2K	0.04%	179
2024 Q4	$1.89M	Buy	9,786 +200	+2%	+$39.5K	0.04%	172
2024 Q3	$1.88M	Sell	9,586 -85	-0.9%	-$15.9K	0.04%	167
2024 Q2	$1.77M	Buy	9,671 +104	+1%	+$18.6K	0.04%	173
2024 Q1	$1.72M	Buy	9,567 +287	+3%	+$49.2K	0.04%	172
2023 Q4	$1.54M	Sell	9,280 -184	-2%	-$28.6K	0.04%	177
2023 Q3	$1.42M	Sell	9,464 -140	-1%	-$21.9K	0.04%	165
2023 Q2	$1.5M	Sell	9,604 -698	-7%	-$105K	0.04%	167
2023 Q1	$1.52M	Sell	10,302 -1,219	-11%	-$177K	0.04%	162
2022 Q4	$1.59M	Sell	11,521 -2,739	-19%	-$375K	0.05%	169
2022 Q3	$1.81M	Buy	+14,260	New	+$2.01M	0.06%	166

Other funds holding CRBN

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

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return