Kestra Advisory Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$241K Buy
1,083
+10
+0.9% +$2.33K ﹤0.01% 2803
2025
Q4
$247K Buy
1,073
+41
+4% +$9.41K ﹤0.01% 2708
2025
Q3
$234K Hold
1,032
﹤0.01% 2632
2025
Q2
$219K Buy
1,032
+25
+2% +$4.93K ﹤0.01% 2597
2025
Q1
$193K Buy
+1,007
New +$198K ﹤0.01% 2484
2024
Q4
Sell
-1,256
Closed -$246K 2682
2024
Q3
$246K Hold
1,256
﹤0.01% 2220
2024
Q2
$230K Buy
+1,256
New +$225K ﹤0.01% 2301
2022
Q1
Sell
-1,364
Closed -$237K 2029
2021
Q4
$237K Buy
1,364
+29
+2% +$4.98K ﹤0.01% 1769
2021
Q3
$219K Buy
+1,335
New +$225K ﹤0.01% 1921

Other funds holding CRBN

Kestra Advisory Services's CRBN Position: Q1 2026 in Review

Kestra Advisory Services increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.93% in Q1 2026, buying an estimated $2.33K and bringing the position to 1,083 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #2803.

Kestra Advisory Services first reported a position in CRBN in Q3 2021 and has held it in 9 quarters since. The position peaked at $247K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Kestra Advisory Services held 1,083 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $241K as of Q1 2026.
  • Kestra Advisory Services bought 10 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $2.33K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2803 holding.
  • Kestra Advisory Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2021 and has held it in 9 quarters since.
  • Kestra Advisory Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $247K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.