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MAI Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

MAI Capital Management’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 		– Sell
-54
Closed -$11.9K – 2620
2026
Q1 		$11.9K Hold
54
– – ﹤0.01% 3075
2025
Q4 		$12.3K Sell
54
-30
-36% -$6.88K ﹤0.01% 2759
2025
Q3 		$18.9K Hold
84
– – ﹤0.01% 2423
2025
Q2 		$17.7K Buy
84
+30
+56% +$5.91K ﹤0.01% 2402
2025
Q1 		$10.2K Buy
54
+29
+116% +$5.71K ﹤0.01% 2469
2024
Q4 		$4.84K Buy
+25
New +$4.94K ﹤0.01% 2782

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

MAI Capital Management's CRBN Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026, closing a stake of 54 shares — an estimated $11.9K sold.

MAI Capital Management first reported a position in CRBN in Q4 2024 and held it in 6 quarters. The position peaked at $18.9K in Q3 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 54 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $11.9K.
  • MAI Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $18.9K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.