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Investure LLC’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Investure LLC’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 		$26.5M Buy
104,863
+712
+0.7% +$175K 1.66% 14
2026
Q1 		$23.2M Hold
104,151
– – 1.14% 11
2025
Q4 		$24M Buy
104,151
+1,490
+1% +$342K 1.34% 6
2025
Q3 		$23.3M Hold
102,661
– – 1.44% 6
2025
Q2 		$21.7M Buy
102,661
+840
+0.8% +$166K 1.66% 6
2025
Q1 		$19.5M Hold
101,821
– – 1.29% 13
2024
Q4 		$19.7M Buy
101,821
+1,171
+1% +$231K 1.17% 13
2024
Q3 		$19.7M Hold
100,650
– – 1.37% 6
2024
Q2 		$18.4M Buy
100,650
+810
+0.8% +$145K 2.25% 7
2024
Q1 		$17.9M Hold
99,840
– – 3.14% 8
2023
Q4 		$16.5M Buy
99,840
+1,100
+1% +$171K 2.2% 9
2023
Q3 		$14.8M Hold
98,740
– – 3.17% 10
2023
Q2 		$15.4M Buy
98,740
+925
+0.9% +$140K 2.95% 12
2023
Q1 		$14.5M Hold
97,815
– – 2.69% 12
2022
Q4 		$13.5M Buy
97,815
+830
+0.9% +$114K 2.64% 13
2022
Q3 		$12.3M Sell
96,985
-268,965
-73% -$37.9M 2.41% 14
2022
Q2 		$50.1M Buy
365,950
+3,445
+1% +$512K 7.68% 2
2022
Q1 		$59.2M Hold
362,505
– – 8.08% 2
2021
Q4 		$63.1M Buy
362,505
+5,575
+2% +$957K 10.06% 2
2021
Q3 		$58.6M Buy
356,930
+15,700
+5% +$2.65M 9.99% 3
2021
Q2 		$56.6M Buy
341,230
+36,915
+12% +$6.04M 8.92% 3
2021
Q1 		$47.5M Hold
304,315
– – 6.65% 3
2020
Q4 		$45.3M Hold
304,315
– – 6.57% 3
2020
Q3 		$39.9M Hold
304,315
– – 5.68% 3
2020
Q2 		$36.8M Hold
304,315
– – 6.4% 3
2020
Q1 		$31.1M Hold
304,315
– – 6.31% 3
2019
Q4 		$39.4M Sell
304,315
-26,500
-8% -$3.31M 6.18% 4
2019
Q3 		$39.8M Hold
330,815
– – 13.06% 3
2019
Q2 		$39.6M Buy
330,815
+3,900
+1% +$461K 9.02% 4
2019
Q1 		$38.1M Hold
326,915
– – 7.3% 4
2018
Q4 		$33.7M Buy
326,915
+3,875
+1% +$430K 6.83% 5
2018
Q3 		$38.8M Sell
323,040
-23,100
-7% -$2.73M 6.93% 6
2018
Q2 		$39.9M Buy
346,140
+3,775
+1% +$444K 4.72% 7
2018
Q1 		$40M Buy
342,365
+92,000
+37% +$11M 3.78% 7
2017
Q4 		$29.3M Sell
250,365
-1,760
-0.7% -$203K 4.97% 7
2017
Q3 		$28.3M Hold
252,125
– – 5.85% 7
2017
Q2 		$27.2M Buy
252,125
+2,600
+1% +$278K 7.25% 5
2017
Q1 		$26.1M Sell
249,525
-13,626
-5% -$1.39M 8.12% 5
2016
Q4 		$25.4M Sell
263,151
-5,210
-2% -$501K 2.78% 9
2016
Q3 		$26.1M Hold
268,361
– – 5.83% 7
2016
Q2 		$24.7M Buy
268,361
+3,520
+1% +$327K 6.5% 7
2016
Q1 		$24.5M Hold
264,841
– – 6.03% 7
2015
Q4 		$24.6M Hold
264,841
– – 4.75% 7
2015
Q3 		$23.4M Buy
264,841
+15,926
+6% +$1.5M 4.89% 6
2015
Q2 		$24.3M Buy
+248,915
New +$25M 4.64% 6

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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Investure LLC's CRBN Position: Q2 2026 in Review

Investure LLC increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.68% in Q2 2026, buying an estimated $175K and bringing the position to 104,863 shares worth $26.5M. The position accounts for 1.66% of the portfolio, ranked #14.

Investure LLC first reported a position in CRBN in Q2 2015 and has held it in 45 quarters since. The position peaked at $63.1M in Q4 2021. 130 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Investure LLC held 104,863 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $26.5M as of Q2 2026.
  • Investure LLC bought 712 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $175K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 1.66% of Investure LLC's portfolio in Q2 2026, its #14 holding.
  • Investure LLC first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2015 and has held it in 45 quarters since.
  • Investure LLC's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $63.1M in Q4 2021.
  • 130 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Investure LLC's 13F filing for Q2 2026, filed 11 Aug 2026.