NBC Securities’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

NBC Securities’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	$20.2K	Hold	80	–	–	﹤0.01%	1646
2026 Q1	$17.8K	Sell	80 -182	-69%	-$42.4K	﹤0.01%	1752
2025 Q4	$60.4K	Hold	262	–	–	﹤0.01%	1276
2025 Q3	$59.4K	Hold	262	–	–	﹤0.01%	1261
2025 Q2	$55K	Hold	262	–	–	﹤0.01%	1274
2025 Q1	$50K	Buy	+262	New	+$51.6K	﹤0.01%	1162
2024 Q4	–	Sell	-262	Closed	-$51K	–	1424
2024 Q3	$51K	Hold	262	–	–	﹤0.01%	1167
2024 Q2	$48K	Hold	262	–	–	﹤0.01%	1149
2024 Q1	$47K	Hold	262	–	–	﹤0.01%	1151
2023 Q4	$43K	Hold	262	–	–	﹤0.01%	1173
2023 Q3	$39K	Buy	+262	New	+$40.9K	﹤0.01%	1193

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

NBC Securities's CRBN Position: Q2 2026 in Review

NBC Securities held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 80 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1646.

NBC Securities first reported a position in CRBN in Q3 2023 and has held it in 11 quarters since. The position peaked at $60.4K in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

NBC Securities held 80 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $20.2K as of Q2 2026.
NBC Securities left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1646 holding.
NBC Securities first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2023 and has held it in 11 quarters since.
NBC Securities's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $60.4K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.