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

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return