&Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

&Partners’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	$222K	Buy	+879	New	+$217K	﹤0.01%	2315
2025 Q3	–	Sell	-1,001	Closed	-$212K	–	2136
2025 Q2	$212K	Sell	1,001 -164	-14%	-$32.3K	﹤0.01%	1808
2025 Q1	$222K	Sell	1,165 -224	-16%	-$44.1K	﹤0.01%	1574
2024 Q4	$269K	Hold	1,389	–	–	﹤0.01%	1392
2024 Q3	$272K	Hold	1,389	–	–	0.01%	1150
2024 Q2	$255K	Hold	1,389	–	–	0.01%	768
2024 Q1	$249K	Buy	+1,389	New	+$238K	0.03%	411
2023 Q4	–	Sell	-1,337	Closed	-$201K	–	297
2023 Q3	$201K	Buy	+1,337	New	+$209K	0.09%	165

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

&Partners's CRBN Position: Q2 2026 in Review

&Partners opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 879 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #2315 among its holdings. This is a return to the name: &Partners previously reported a position in CRBN as recently as Q2 2025.

&Partners first reported a position in CRBN in Q3 2023 and has held it in 8 quarters since. The position peaked at $272K in Q3 2024. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

&Partners held 879 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $222K as of Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF was a new &Partners position in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #2315 holding.
&Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2023 and has held it in 8 quarters since.
&Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $272K in Q3 2024.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.