MML Investors Services
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MML Investors Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

MML Investors Services’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 		$618K Buy
2,444
+493
+25% +$121K ﹤0.01% 2319
2026
Q1 		$435K Sell
1,951
-249
-11% -$58K ﹤0.01% 2314
2025
Q4 		$507K Sell
2,200
-179
-8% -$41.1K ﹤0.01% 2259
2025
Q3 		$540K Sell
2,379
-27
-1% -$5.89K ﹤0.01% 2122
2025
Q2 		$510K Buy
2,406
+30
+1% +$5.91K ﹤0.01% 2081
2025
Q1 		$454K Sell
2,376
-638
-21% -$126K ﹤0.01% 2047
2024
Q4 		$584K Buy
3,014
+201
+7% +$39.7K ﹤0.01% 1838
2024
Q3 		$552K Buy
2,813
+44
+2% +$8.25K ﹤0.01% 1797
2024
Q2 		$508K Buy
2,769
+133
+5% +$23.8K ﹤0.01% 1781
2024
Q1 		$473K Buy
2,636
+141
+6% +$24.2K ﹤0.01% 1819
2023
Q4 		$413K Buy
2,495
+204
+9% +$31.7K ﹤0.01% 1862
2023
Q3 		$344K Buy
2,291
+185
+9% +$28.9K ﹤0.01% 1854
2023
Q2 		$329K Buy
2,106
+300
+17% +$45.3K ﹤0.01% 1886
2023
Q1 		$267K Sell
1,806
-65
-3% -$9.43K ﹤0.01% 1748
2022
Q4 		$259K Sell
1,871
-74
-4% -$10.1K ﹤0.01% 1871
2022
Q3 		$246K Buy
1,945
+289
+17% +$40.7K ﹤0.01% 1801
2022
Q2 		$227K Sell
1,656
-264
-14% -$39.2K ﹤0.01% 1834
2022
Q1 		$313K Sell
1,920
-1
-0.1% -$163 ﹤0.01% 1704
2021
Q4 		$334K Buy
1,921
+57
+3% +$9.79K ﹤0.01% 1641
2021
Q3 		$306K Buy
1,864
+18
+1% +$3.04K ﹤0.01% 1632
2021
Q2 		$306K Sell
1,846
-198
-10% -$32.4K ﹤0.01% 1602
2021
Q1 		$319K Sell
2,044
-9
-0.4% -$1.39K ﹤0.01% 1481
2020
Q4 		$306K Buy
2,053
+148
+8% +$20.8K ﹤0.01% 1380
2020
Q3 		$250K Buy
+1,905
New +$247K ﹤0.01% 1384

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
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GAM
Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services's CRBN Position: Q2 2026 in Review

MML Investors Services increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 25% in Q2 2026, buying an estimated $121K and bringing the position to 2,444 shares worth $618K. The position accounts for ﹤0.01% of the portfolio, ranked #2319.

MML Investors Services first reported a position in CRBN in Q3 2020 and has held it in 24 quarters since. 74 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • MML Investors Services held 2,444 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $618K as of Q2 2026.
  • MML Investors Services bought 493 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $121K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2319 holding.
  • MML Investors Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2020 and has held it in 24 quarters since.
  • 74 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.