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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
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

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Midwest Financial Partners Investments's CRBN Position: Q2 2026 in Review

Midwest Financial Partners Investments increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 4.7% in Q2 2026, buying an estimated $132K and bringing the position to 11,929 shares worth $3.02M. The position accounts for 1.25% of the portfolio, ranked #19.

Midwest Financial Partners Investments first reported a position in CRBN in Q4 2025 and has held it in 3 quarters since. 52 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Midwest Financial Partners Investments held 11,929 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $3.02M as of Q2 2026.
  • Midwest Financial Partners Investments bought 535 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $132K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 1.25% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #19 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 3 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.