Migdal Insurance & Financial Holdings’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Migdal Insurance & Financial Holdings’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 Q1	–	Sell	-40	Closed	-$9K	–	372
2025 Q4	$9K	Buy	+40	New	+$9.18K	﹤0.01%	332
2024 Q1	–	Sell	-140	Closed	-$23K	–	394
2023 Q4	$23K	Hold	140	–	–	﹤0.01%	377
2023 Q3	$21K	Hold	140	–	–	﹤0.01%	371
2023 Q2	$22K	Buy	+140	New	+$21.1K	﹤0.01%	371
2022 Q3	–	Sell	-140	Closed	-$19K	–	531
2022 Q2	$19K	Hold	140	–	–	﹤0.01%	474
2022 Q1	$23K	Hold	140	–	–	﹤0.01%	502
2021 Q4	$24K	Hold	140	–	–	﹤0.01%	537
2021 Q3	$23K	Hold	140	–	–	﹤0.01%	533
2021 Q2	$23K	Hold	140	–	–	﹤0.01%	506
2021 Q1	$22K	Hold	140	–	–	﹤0.01%	605
2020 Q4	$21K	Hold	140	–	–	﹤0.01%	594
2020 Q3	$18K	Hold	140	–	–	﹤0.01%	624
2020 Q2	$17K	Hold	140	–	–	﹤0.01%	617
2020 Q1	$14K	Hold	140	–	–	﹤0.01%	584
2019 Q4	$18K	Hold	140	–	–	﹤0.01%	682
2019 Q3	$17K	Hold	140	–	–	﹤0.01%	675
2019 Q2	$17K	Hold	140	–	–	﹤0.01%	689
2019 Q1	$16K	Hold	140	–	–	﹤0.01%	651
2018 Q4	$14K	Hold	140	–	–	﹤0.01%	652
2018 Q3	$17K	Hold	140	–	–	﹤0.01%	750
2018 Q2	$16K	Hold	140	–	–	﹤0.01%	719
2018 Q1	$16K	Hold	140	–	–	﹤0.01%	548
2017 Q4	$16K	Hold	140	–	–	﹤0.01%	516
2017 Q3	$16K	Buy	+140	New	+$15.4K	﹤0.01%	516

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CRBN Position: Q1 2026 in Review

Migdal Insurance & Financial Holdings sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2026, closing a stake of 40 shares — an estimated $9K sold.

Migdal Insurance & Financial Holdings first reported a position in CRBN in Q3 2017 and held it in 24 quarters. The position peaked at $24K in Q4 2021. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

Migdal Insurance & Financial Holdings reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 40 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $9K.
Migdal Insurance & Financial Holdings first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2017 and held it in 24 quarters.
Migdal Insurance & Financial Holdings's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $24K in Q4 2021.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2026, filed 14 May 2026.