North Berkeley Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

North Berkeley Wealth Management’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	$852K	Buy	3,369 +16	+0.5%	+$3.94K	0.34%	38
2026 Q1	$747K	Sell	3,353 -29	-0.9%	-$6.75K	0.39%	39
2025 Q4	$780K	Sell	3,382 -180	-5%	-$41.3K	0.46%	32
2025 Q3	$808K	Sell	3,562 -595	-14%	-$130K	0.64%	26
2025 Q2	$881K	Buy	4,157 +1,125	+37%	+$222K	0.81%	23
2025 Q1	$580K	Hold	3,032	–	–	0.6%	30
2024 Q4	$587K	Buy	+3,032	New	+$599K	0.6%	28

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

North Berkeley Wealth Management's CRBN Position: Q2 2026 in Review

North Berkeley Wealth Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.48% in Q2 2026, buying an estimated $3.94K and bringing the position to 3,369 shares worth $852K. The position accounts for 0.34% of the portfolio, ranked #38.

North Berkeley Wealth Management first reported a position in CRBN in Q4 2024 and has held it in 7 quarters since. The position peaked at $881K in Q2 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

North Berkeley Wealth Management held 3,369 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $852K as of Q2 2026.
North Berkeley Wealth Management bought 16 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $3.94K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.34% of North Berkeley Wealth Management's portfolio in Q2 2026, its #38 holding.
North Berkeley Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
North Berkeley Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $881K in Q2 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.