Parkside Financial Bank & Trust’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Parkside Financial Bank & 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	$192K	Hold	760	–	–	0.01%	514
2026 Q1	$169K	Hold	760	–	–	0.01%	498
2025 Q4	$175K	Hold	760	–	–	0.01%	492
2025 Q3	$172K	Hold	760	–	–	0.01%	484
2025 Q2	$161K	Hold	760	–	–	0.02%	487
2025 Q1	$145K	Hold	760	–	–	0.02%	465
2024 Q4	$147K	Hold	760	–	–	0.02%	454
2024 Q3	$149K	Hold	760	–	–	0.02%	437
2024 Q2	$139K	Hold	760	–	–	0.02%	433
2024 Q1	$136K	Hold	760	–	–	0.02%	434
2023 Q4	$126K	Buy	+760	New	+$118K	0.02%	416

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

Parkside Financial Bank & Trust's CRBN Position: Q2 2026 in Review

Parkside Financial Bank & Trust held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 760 shares worth $192K. The position accounts for 0.01% of the portfolio, ranked #514.

Parkside Financial Bank & Trust first reported a position in CRBN in Q4 2023 and has held it in 11 quarters since. 139 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Parkside Financial Bank & Trust held 760 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $192K as of Q2 2026.
Parkside Financial Bank & Trust 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 Parkside Financial Bank & Trust's portfolio in Q2 2026, its #514 holding.
Parkside Financial Bank & Trust first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
139 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.