Jones Financial Companies
CRBN icon

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
Q2 		$2.15M Buy
8,696
+612
+8% +$151K ﹤0.01% 1546
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 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

Jones Financial Companies's CRBN Position: Q2 2026 in Review

Jones Financial Companies increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 7.6% in Q2 2026, buying an estimated $151K and bringing the position to 8,696 shares worth $2.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Jones Financial Companies first reported a position in CRBN in Q3 2024 and has held it in 8 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Jones Financial Companies held 8,696 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.15M as of Q2 2026.
  • Jones Financial Companies bought 612 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $151K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1546 holding.
  • Jones Financial Companies first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.