MFG
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Merit Financial Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Merit Financial Group’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 		$360K Buy
1,421
+118
+9% +$29.1K ﹤0.01% 1707
2026
Q1 		$290K Hold
1,303
– – ﹤0.01% 1676
2025
Q4 		$300K Sell
1,303
-23
-2% -$5.28K ﹤0.01% 1565
2025
Q3 		$301K Sell
1,326
-4
-0.3% -$872 ﹤0.01% 1451
2025
Q2 		$282K Sell
1,330
-39
-3% -$7.69K ﹤0.01% 1371
2025
Q1 		$262K Sell
1,369
-156
-10% -$30.7K ﹤0.01% 1177
2024
Q4 		$295K Sell
1,525
-441
-22% -$87.1K 0.01% 932
2024
Q3 		$386K Sell
1,966
-503
-20% -$94.3K 0.01% 620
2024
Q2 		$453K Buy
2,469
+501
+25% +$89.6K 0.01% 602
2024
Q1 		$347K Buy
1,968
+688
+54% +$118K 0.01% 655
2023
Q4 		$212K Buy
+1,280
New +$199K 0.01% 714
2023
Q3 		– Sell
-1,280
Closed -$200K – 751
2023
Q2 		$200K Buy
+1,280
New +$193K 0.01% 704
2022
Q2 		– Sell
-1,291
Closed -$211K – 588
2022
Q1 		$211K Buy
1,291
+11
+0.9% +$1.8K 0.01% 360
2021
Q4 		$223K Hold
1,280
– – 0.02% 254
2021
Q3 		$210K Hold
1,280
– – 0.02% 251
2021
Q2 		$212K Buy
+1,280
New +$209K 0.02% 250

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
GI
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
WP
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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Merit Financial Group's CRBN Position: Q2 2026 in Review

Merit Financial Group increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 9.1% in Q2 2026, buying an estimated $29.1K and bringing the position to 1,421 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1707.

Merit Financial Group first reported a position in CRBN in Q2 2021 and has held it in 16 quarters since. The position peaked at $453K in Q2 2024. 17 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Merit Financial Group held 1,421 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $360K as of Q2 2026.
  • Merit Financial Group bought 118 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $29.1K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1707 holding.
  • Merit Financial Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2021 and has held it in 16 quarters since.
  • Merit Financial Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $453K in Q2 2024.
  • 17 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.