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Howard Financial Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Howard Financial Services’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 		$204K Buy
+806
New +$199K 0.02% 250
2026
Q1 		– Sell
-907
Closed -$209K – 229
2025
Q4 		$209K Sell
907
-131
-13% -$30.1K 0.02% 197
2025
Q3 		$235K Sell
1,038
-5
-0.5% -$1.09K 0.03% 169
2025
Q2 		$221K Buy
+1,043
New +$206K 0.03% 165
2024
Q2 		– Sell
-1,120
Closed -$201K – 158
2024
Q1 		$201K Buy
+1,120
New +$192K 0.03% 152
2023
Q3 		– Sell
-1,839
Closed -$288K – 151
2023
Q2 		$288K Sell
1,839
-23
-1% -$3.47K 0.07% 110
2023
Q1 		$275K Sell
1,862
-40
-2% -$5.8K 0.07% 109
2022
Q4 		$263K Sell
1,902
-116
-6% -$15.9K 0.07% 110
2022
Q3 		$256K Hold
2,018
– – 0.08% 105
2022
Q2 		$276K Sell
2,018
-131
-6% -$19.5K 0.09% 96
2022
Q1 		$351K Hold
2,149
– – 0.1% 85
2021
Q4 		$374K Hold
2,149
– – 0.11% 77
2021
Q3 		$353K Sell
2,149
-60
-3% -$10.1K 0.13% 75
2021
Q2 		$367K Sell
2,209
-145
-6% -$23.7K 0.14% 78
2021
Q1 		$368K Hold
2,354
– – 0.17% 72
2020
Q4 		$350K Hold
2,354
– – 0.18% 63
2020
Q3 		$308K Sell
2,354
-153
-6% -$19.8K 0.2% 63
2020
Q2 		$303K Hold
2,507
– – 0.22% 59
2020
Q1 		$256K Hold
2,507
– – 0.23% 56
2019
Q4 		$324K Sell
2,507
-114
-4% -$14.2K 0.2% 69
2019
Q3 		$315K Hold
2,621
– – 0.21% 63
2019
Q2 		$314K Buy
2,621
+23
+0.9% +$2.72K 0.21% 65
2019
Q1 		$303K Hold
2,598
– – 0.21% 65
2018
Q4 		$268K Buy
+2,598
New +$288K 0.21% 68

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

Howard Financial Services's CRBN Position: Q2 2026 in Review

Howard Financial Services opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 806 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #250 among its holdings. This is a return to the name: Howard Financial Services previously reported a position in CRBN as recently as Q4 2025.

Howard Financial Services first reported a position in CRBN in Q4 2018 and has held it in 24 quarters since. The position peaked at $374K in Q4 2021. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Howard Financial Services held 806 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $204K as of Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF was a new Howard Financial Services position in Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #250 holding.
  • Howard Financial Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2018 and has held it in 24 quarters since.
  • Howard Financial Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $374K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.