Kraft Davis & Associates’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Kraft Davis & Associates’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	$234K	Buy	932 +1	+0.1%	+$246	0.05%	141
2026 Q1	$227K	Hold	931	–	–	0.05%	138
2025 Q4	$219K	Hold	931	–	–	0.05%	144
2025 Q3	$214K	Sell	931 -43	-4%	-$9.38K	0.05%	137
2025 Q2	$210K	Buy	+974	New	+$192K	0.06%	134
2025 Q1	–	Sell	-1,059	Closed	-$212K	–	128
2024 Q4	$212K	Buy	+1,059	New	+$209K	0.06%	131

Other funds holding CRBN

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

SCM

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

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

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

CPCM

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

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Kraft Davis & Associates's CRBN Position: Q2 2026 in Review

Kraft Davis & Associates increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.11% in Q2 2026, buying an estimated $246 and bringing the position to 932 shares worth $234K. The position accounts for 0.05% of the portfolio, ranked #141.

Kraft Davis & Associates first reported a position in CRBN in Q4 2024 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Kraft Davis & Associates held 932 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $234K as of Q2 2026.
Kraft Davis & Associates bought 1 iShares Low Carbon Optimized MSCI ACWI ETF share in Q2 2026, an estimated $246.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.05% of Kraft Davis & Associates's portfolio in Q2 2026, its #141 holding.
Kraft Davis & Associates first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
17 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.