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Midwest Financial Partners Investments’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Midwest Financial Partners Investments’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
Q3 		$3.15M Buy
12,288
+359
+3% +$91.9K 1.21% 21
2026
Q2 		$3.02M Buy
11,929
+535
+5% +$132K 1.25% 19
2026
Q1 		$2.54M Buy
11,394
+405
+4% +$94.3K 1.35% 19
2025
Q4 		$2.53M Buy
+10,989
New +$2.52M 1.41% 16

Other funds holding CRBN

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Midwest Financial Partners Investments's CRBN Position: Q3 2026 in Review

Midwest Financial Partners Investments increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3% in Q3 2026, buying an estimated $91.9K and bringing the position to 12,288 shares worth $3.15M. The position accounts for 1.21% of the portfolio, ranked #21.

Midwest Financial Partners Investments first reported a position in CRBN in Q4 2025 and has held it in 4 quarters since. 5 funds tracked by Wall St. Rank hold CRBN as of Q3 2026.

  • Midwest Financial Partners Investments held 12,288 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $3.15M as of Q3 2026.
  • Midwest Financial Partners Investments bought 359 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q3 2026, an estimated $91.9K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 1.21% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #21 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2025 and has held it in 4 quarters since.
  • 5 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.