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Great Diamond Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Great Diamond Partners’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
Q3 		$311K Buy
+1,216
New +$311K 0.05% 209

Other funds holding CRBN

SCM
Stonehearth Capital Management Danvers, Massachusetts $292M AUM 22.71% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FF
Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Great Diamond Partners's CRBN Position: Q3 2026 in Review

Great Diamond Partners opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q3 2026: 1,216 shares worth $311K. The stake represents 0.05% of the portfolio and ranks #209 among its holdings.

9 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

  • Great Diamond Partners held 1,216 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $311K as of Q3 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF was a new Great Diamond Partners position in Q3 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.05% of Great Diamond Partners's portfolio in Q3 2026, its #209 holding.
  • 9 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.