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National Philanthropic Trust’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

National Philanthropic Trust’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 		$8.13M Buy
32,130
+908
+3% +$224K 0.12% 68
2026
Q1 		$6.96M Buy
31,222
+1,287
+4% +$300K 0.07% 75
2025
Q4 		$6.9M Buy
29,935
+4,949
+20% +$1.14M 0.07% 85
2025
Q3 		$5.67M Sell
24,986
-11,401
-31% -$2.49M 0.06% 86
2025
Q2 		$7.71M Buy
36,387
+10,119
+39% +$1.99M 0.1% 64
2025
Q1 		$5.02M Sell
26,268
-5,578
-18% -$1.1M 0.08% 83
2024
Q4 		$6.17M Sell
31,846
-129
-0.4% -$25.5K 0.09% 78
2024
Q3 		$6.27M Sell
31,975
-2,839
-8% -$532K 0.11% 70
2024
Q2 		$6.38M Sell
34,814
-1,880
-5% -$336K 0.12% 70
2024
Q1 		$6.59M Sell
36,694
-531
-1% -$91K 0.14% 68
2023
Q4 		$6.16M Buy
+37,225
New +$5.79M 0.16% 66

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

National Philanthropic Trust's CRBN Position: Q2 2026 in Review

National Philanthropic Trust increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.9% in Q2 2026, buying an estimated $224K and bringing the position to 32,130 shares worth $8.13M. The position accounts for 0.12% of the portfolio, ranked #68.

National Philanthropic Trust first reported a position in CRBN in Q4 2023 and has held it in 11 quarters since. 130 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • National Philanthropic Trust held 32,130 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $8.13M as of Q2 2026.
  • National Philanthropic Trust bought 908 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $224K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.12% of National Philanthropic Trust's portfolio in Q2 2026, its #68 holding.
  • National Philanthropic Trust first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
  • 130 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on National Philanthropic Trust's 13F filing for Q2 2026, filed 14 Aug 2026.