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CRBN icon

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

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Gradient Investments's CRBN Position: Q2 2026 in Review

Gradient Investments increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 4% in Q2 2026, buying an estimated $77.9K and bringing the position to 8,150 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #263.

Gradient Investments first reported a position in CRBN in Q3 2022 and has held it in 16 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Gradient Investments held 8,150 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.06M as of Q2 2026.
  • Gradient Investments bought 316 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $77.9K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.03% of Gradient Investments's portfolio in Q2 2026, its #263 holding.
  • Gradient Investments first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2022 and has held it in 16 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.