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Jones Financial Companies’s
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
Stock Holding History
Jones Financial Companies’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
Q1
$1.75M
Buy
8,084
+1,166
+17%
+$272K
﹤0.01%
1483
2025
Q4
$1.59M
Buy
6,918
+463
+7%
+$106K
﹤0.01%
1053
2025
Q3
$1.45M
Buy
6,455
+1,007
+18%
+$220K
﹤0.01%
985
2025
Q2
$1.15M
Buy
5,448
+1,127
+26%
+$222K
﹤0.01%
955
2025
Q1
$825K
Buy
4,321
+2,590
+150%
+$510K
﹤0.01%
936
2024
Q4
$335K
Buy
1,731
+1,045
+152%
+$206K
﹤0.01%
1150
2024
Q3
$134K
Buy
+686
New
+$129K
﹤0.01%
1290
Other funds holding CRBN
Betterment LLC
New York
$52.8B AUM
15.34%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
AL
Aspiriant LLC
Los Angeles, California
$3.51B AUM
13.98%
1-Year Est. Return
A
Allianz
Munich, Germany
$9.02B AUM
28.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
IL
Investure LLC
Charlottesville, Virginia
$2.04B AUM
15.91%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BWP
BSW Wealth Partners
Boulder, Colorado
$819M AUM
21.61%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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