Halbert Hargrove Global Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Halbert Hargrove Global Advisors’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	$320K	Hold	1,265	–	–	0.01%	85
2026 Q1	$282K	Sell	1,265 -173	-12%	-$40.3K	0.01%	81
2025 Q4	$331K	Sell	1,438 -11	-0.8%	-$2.52K	0.02%	77
2025 Q3	$329K	Sell	1,449 -93	-6%	-$20.3K	0.02%	80
2025 Q2	$327K	Sell	1,542 -12	-0.8%	-$2.37K	0.02%	69
2025 Q1	$297K	Hold	1,554	–	–	0.02%	70
2024 Q4	$301K	Sell	1,554 -16	-1%	-$3.16K	0.02%	76
2024 Q3	$308K	Hold	1,570	–	–	0.02%	73
2024 Q2	$288K	Buy	1,570 +252	+19%	+$45.1K	0.02%	76
2024 Q1	$237K	Buy	+1,318	New	+$226K	0.02%	90

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

Halbert Hargrove Global Advisors's CRBN Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 1,265 shares worth $320K. The position accounts for 0.01% of the portfolio, ranked #85.

Halbert Hargrove Global Advisors first reported a position in CRBN in Q1 2024 and has held it in 10 quarters since. The position peaked at $331K in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Halbert Hargrove Global Advisors held 1,265 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $320K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #85 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
Halbert Hargrove Global Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $331K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.