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 Q2	$203K	Hold	909	–	–	0.01%	507
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 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

One Capital Management's CRBN Position: Q2 2026 in Review

One Capital Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 909 shares worth $203K. The position accounts for 0.01% of the portfolio, ranked #507.

One Capital Management first reported a position in CRBN in Q3 2025 and has held it in 4 quarters since. The position peaked at $317K in Q4 2025. 139 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

One Capital Management held 909 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $203K as of Q2 2026.
One Capital Management 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 One Capital Management's portfolio in Q2 2026, its #507 holding.
One Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
One Capital Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $317K in Q4 2025.
139 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on One Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.