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 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 $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Parkside Financial Bank & Trust's CRBN Position: Q1 2026 in Review

Parkside Financial Bank & Trust held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 760 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #498.

Parkside Financial Bank & Trust first reported a position in CRBN in Q4 2023 and has held it in 10 quarters since. The position peaked at $175K in Q4 2025. 129 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

Parkside Financial Bank & Trust held 760 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $169K as of Q1 2026.
Parkside Financial Bank & Trust left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #498 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 10 quarters since.
Parkside Financial Bank & Trust's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $175K in Q4 2025.
129 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.