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 Q3	$69.9K	Sell	273 -89	-25%	-$22.8K	0.01%	363
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

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

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Financial Futures Brielle, New Jersey $270M AUM 12.01% 1-Year Est. Return

GDP

Great Diamond Partners Portland, Maine $596M AUM 19.61% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

CFSG

Community Financial Services Group Newport, Vermont $655M AUM 21.88% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

WWM

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

Investors Research Corp's CRBN Position: Q3 2026 in Review

Investors Research Corp reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 25% in Q3 2026, selling an estimated $22.8K and leaving 273 shares worth $69.9K. The position accounts for 0.01% of the portfolio, ranked #363.

Investors Research Corp first reported a position in CRBN in Q1 2022 and has held it in 19 quarters since. The position peaked at $91.6K in Q2 2026. 11 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

Investors Research Corp held 273 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $69.9K as of Q3 2026.
Investors Research Corp sold 89 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2026, an estimated $22.8K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Investors Research Corp's portfolio in Q3 2026, its #363 holding.
Investors Research Corp first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2022 and has held it in 19 quarters since.
Investors Research Corp's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $91.6K in Q2 2026.
11 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.