Investors Research Corp’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Investors Research Corp’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	$91.6K	Hold	362	–	–	0.02%	329
2026 Q1	$80.7K	Hold	362	–	–	0.02%	350
2025 Q4	$83.5K	Hold	362	–	–	0.02%	380
2025 Q3	$82.1K	Hold	362	–	–	0.02%	389
2025 Q2	$76.7K	Hold	362	–	–	0.02%	415
2025 Q1	$69.2K	Hold	362	–	–	0.02%	421
2024 Q4	$70.1K	Hold	362	–	–	0.02%	432
2024 Q3	$71K	Hold	362	–	–	0.02%	442
2024 Q2	$66.3K	Hold	362	–	–	0.02%	455
2024 Q1	$65K	Hold	362	–	–	0.02%	463
2023 Q4	$59.9K	Buy	362 +53	+17%	+$8.25K	0.01%	488
2023 Q3	$46.4K	Buy	309 +54	+21%	+$8.43K	0.01%	522
2023 Q2	$39.9K	Hold	255	–	–	0.01%	546
2023 Q1	$37.7K	Hold	255	–	–	0.01%	568
2022 Q4	$35.2K	Hold	255	–	–	0.01%	573
2022 Q3	$32K	Buy	255 +64	+34%	+$9.02K	0.01%	572
2022 Q2	$26K	Buy	191 +110	+136%	+$16.3K	0.01%	601
2022 Q1	$13K	Buy	+81	New	+$13.2K	﹤0.01%	719

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

Investors Research Corp's CRBN Position: Q2 2026 in Review

Investors Research Corp held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 362 shares worth $91.6K. The position accounts for 0.02% of the portfolio, ranked #329.

Investors Research Corp first reported a position in CRBN in Q1 2022 and has held it in 18 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Investors Research Corp held 362 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $91.6K as of Q2 2026.
Investors Research Corp left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.02% of Investors Research Corp's portfolio in Q2 2026, its #329 holding.
Investors Research Corp first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2022 and has held it in 18 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.