LPL Financial’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
$3.39M Sell
15,221
-478
-3% -$111K ﹤0.01% 2991
2025
Q4
$3.62M Sell
15,699
-311
-2% -$71.4K ﹤0.01% 2836
2025
Q3
$3.63M Buy
16,010
+512
+3% +$112K ﹤0.01% 2763
2025
Q2
$3.28M Buy
15,498
+512
+3% +$101K ﹤0.01% 2660
2025
Q1
$2.86M Buy
14,986
+268
+2% +$52.8K ﹤0.01% 2615
2024
Q4
$2.85M Buy
14,718
+704
+5% +$139K ﹤0.01% 2531
2024
Q3
$2.75M Sell
14,014
-341
-2% -$63.9K ﹤0.01% 2438
2024
Q2
$2.63M Buy
14,355
+175
+1% +$31.3K ﹤0.01% 2370
2024
Q1
$2.55M Buy
14,180
+163
+1% +$27.9K ﹤0.01% 2326
2023
Q4
$2.32M Sell
14,017
-4
-0% -$623 ﹤0.01% 2295
2023
Q3
$2.11M Sell
14,021
-40
-0.3% -$6.25K ﹤0.01% 2247
2023
Q2
$2.2M Sell
14,061
-321
-2% -$48.4K ﹤0.01% 2158
2023
Q1
$2.13M Sell
14,382
-890
-6% -$129K ﹤0.01% 2096
2022
Q4
$2.11M Buy
15,272
+1,106
+8% +$152K ﹤0.01% 2035
2022
Q3
$1.79M Buy
14,166
+70
+0.5% +$9.87K ﹤0.01% 2068
2022
Q2
$1.93M Sell
14,096
-13,844
-50% -$2.06M ﹤0.01% 2060
2022
Q1
$4.56M Buy
27,940
+14,644
+110% +$2.39M ﹤0.01% 1498
2021
Q4
$2.31M Buy
13,296
+3,864
+41% +$663K ﹤0.01% 1973
2021
Q3
$1.55M Buy
9,432
+3,364
+55% +$567K ﹤0.01% 2253
2021
Q2
$1.01M Buy
6,068
+758
+14% +$124K ﹤0.01% 2562
2021
Q1
$829K Buy
5,310
+675
+15% +$104K ﹤0.01% 2561
2020
Q4
$690K Buy
4,635
+126
+3% +$17.7K ﹤0.01% 2480
2020
Q3
$591K Sell
4,509
-133
-3% -$17.2K ﹤0.01% 2332
2020
Q2
$561K Sell
4,642
-1,054
-19% -$120K ﹤0.01% 2291
2020
Q1
$583K Buy
5,696
+1,436
+34% +$174K ﹤0.01% 2004
2019
Q4
$551K Buy
4,260
+858
+25% +$107K ﹤0.01% 2289
2019
Q3
$409K Buy
3,402
+2
+0.1% +$239 ﹤0.01% 2428
2019
Q2
$407K Sell
3,400
-1,715
-34% -$203K ﹤0.01% 2442
2019
Q1
$596K Sell
5,115
-3,256
-39% -$366K ﹤0.01% 2076
2018
Q4
$862K Buy
8,371
+420
+5% +$46.6K ﹤0.01% 1643
2018
Q3
$954K Buy
7,951
+829
+12% +$98.1K ﹤0.01% 1703
2018
Q2
$822K Buy
7,122
+2,149
+43% +$253K ﹤0.01% 1764
2018
Q1
$581K Buy
4,973
+670
+16% +$80.3K ﹤0.01% 2013
2017
Q4
$503K Buy
4,303
+633
+17% +$72.9K ﹤0.01% 2068
2017
Q3
$413K Buy
3,670
+515
+16% +$56.8K ﹤0.01% 2087
2017
Q2
$340K Buy
3,155
+910
+41% +$97.3K ﹤0.01% 2174
2017
Q1
$234K Buy
+2,245
New +$229K ﹤0.01% 2381

Other funds holding CRBN

LPL Financial's CRBN Position: Q1 2026 in Review

LPL Financial reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3% in Q1 2026, selling an estimated $111K and leaving 15,221 shares worth $3.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

LPL Financial first reported a position in CRBN in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.56M in Q1 2022. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • LPL Financial held 15,221 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $3.39M as of Q1 2026.
  • LPL Financial sold 478 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $111K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2991 holding.
  • LPL Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2017 and has held it in 37 quarters since.
  • LPL Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $4.56M in Q1 2022.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.