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

Harbour 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	$209K	Buy	827 +6	+0.7%	+$1.48K	﹤0.01%	1585
2026 Q1	$183K	Buy	821 +279	+51%	+$65K	﹤0.01%	1582
2025 Q4	$125K	Buy	542 +515	+1,907%	+$118K	﹤0.01%	1523
2025 Q3	$6.13K	Buy	27 +2	+8%	+$436	﹤0.01%	2906
2025 Q2	$5.3K	Buy	25 +2	+9%	+$394	﹤0.01%	2855
2025 Q1	$4.4K	Hold	23	–	–	﹤0.01%	2866
2024 Q4	$4.45K	Buy	+23	New	+$4.54K	﹤0.01%	2772
2021 Q4	–	Sell	-85	Closed	-$14K	–	2832
2021 Q3	$14K	Hold	85	–	–	﹤0.01%	2476
2021 Q2	$14K	Hold	85	–	–	﹤0.01%	2528
2021 Q1	$13K	Buy	+85	New	+$13.1K	﹤0.01%	2444

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

Harbour Investments's CRBN Position: Q2 2026 in Review

Harbour Investments increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.73% in Q2 2026, buying an estimated $1.48K and bringing the position to 827 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1585.

Harbour Investments first reported a position in CRBN in Q1 2021 and has held it in 10 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Harbour Investments held 827 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $209K as of Q2 2026.
Harbour Investments bought 6 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $1.48K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1585 holding.
Harbour Investments first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2021 and has held it in 10 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.