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One Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

One Capital 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
Q1 		$203K Sell
909
-465
-34% -$108K 0.01% 509
2025
Q4 		$317K Buy
1,374
+179
+15% +$41.1K 0.01% 444
2025
Q3 		$271K Buy
+1,195
New +$261K 0.01% 433

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
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

One Capital Management's CRBN Position: Q1 2026 in Review

One Capital Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 34% in Q1 2026, selling an estimated $108K and leaving 909 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #509.

One Capital Management first reported a position in CRBN in Q3 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • One Capital Management held 909 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $203K as of Q1 2026.
  • One Capital Management sold 465 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $108K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of One Capital Management's portfolio in Q1 2026, its #509 holding.
  • One Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and has held it in 3 quarters since.
  • One Capital Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $317K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on One Capital Management's 13F filing for Q1 2026, filed 13 May 2026.