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Meramec Financial Planners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Meramec Financial Planners’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 		$111K Buy
444
+3
+0.7% +$739 0.04% 170
2026
Q1 		$107K Hold
441
– – 0.04% 157
2025
Q4 		$105K Buy
+441
New +$101K 0.04% 162

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

Meramec Financial Planners's CRBN Position: Q2 2026 in Review

Meramec Financial Planners increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.68% in Q2 2026, buying an estimated $739 and bringing the position to 444 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #170.

Meramec Financial Planners first reported a position in CRBN in Q4 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Meramec Financial Planners held 444 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $111K as of Q2 2026.
  • Meramec Financial Planners bought 3 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $739.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.04% of Meramec Financial Planners's portfolio in Q2 2026, its #170 holding.
  • Meramec Financial Planners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.