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Patten Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Patten Group’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 		$456K Sell
1,803
-9
-0.5% -$2.22K 0.07% 234
2026
Q1 		$404K Sell
1,812
-85
-4% -$19.8K 0.07% 223
2025
Q4 		$437K Sell
1,897
-48
-2% -$11K 0.08% 219
2025
Q3 		$441K Sell
1,945
-131
-6% -$28.6K 0.09% 200
2025
Q2 		$440K Sell
2,076
-59
-3% -$11.6K 0.09% 190
2025
Q1 		$408K Sell
2,135
-66
-3% -$13K 0.09% 198
2024
Q4 		$426K Sell
2,201
-275
-11% -$54.3K 0.09% 192
2024
Q3 		$486K Buy
2,476
+78
+3% +$14.6K 0.11% 179
2024
Q2 		$439K Buy
2,398
+17
+0.7% +$3.04K 0.1% 178
2024
Q1 		$427K Buy
2,381
+8
+0.3% +$1.37K 0.11% 180
2023
Q4 		$393K Sell
2,373
-567
-19% -$88.2K 0.11% 175
2023
Q3 		$442K Buy
2,940
+3
+0.1% +$469 0.13% 162
2023
Q2 		$459K Sell
2,937
-300
-9% -$45.3K 0.07% 163
2023
Q1 		$479K Sell
3,237
-12
-0.4% -$1.74K 0.14% 157
2022
Q4 		$449K Sell
3,249
-30
-0.9% -$4.11K 0.14% 160
2022
Q3 		$422K Sell
3,279
-198
-6% -$27.9K 0.15% 164
2022
Q2 		$486K Sell
3,477
-146
-4% -$21.7K 0.16% 150
2022
Q1 		$592K Buy
3,623
+10
+0.3% +$1.63K 0.17% 147
2021
Q4 		$629K Buy
3,613
+32
+0.9% +$5.49K 0.17% 140
2021
Q3 		$588K Sell
3,581
-92
-3% -$15.5K 0.17% 140
2021
Q2 		$610K Buy
3,673
+370
+11% +$60.5K 0.18% 138
2021
Q1 		$516K Buy
3,303
+142
+4% +$21.9K 0.17% 147
2020
Q4 		$470K Buy
3,161
+359
+13% +$50.3K 0.13% 155
2020
Q3 		$367K Buy
2,802
+232
+9% +$30.1K 0.14% 151
2020
Q2 		$311K Buy
+2,570
New +$294K 0.13% 161
2019
Q1 		– Sell
-20
Closed -$2K – 262
2018
Q4 		$2K Buy
20
+5
+33% +$554 ﹤0.01% 531
2018
Q3 		$2K Buy
+15
New +$1.77K ﹤0.01% 642

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Patten Group's CRBN Position: Q2 2026 in Review

Patten Group reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.5% in Q2 2026, selling an estimated $2.22K and leaving 1,803 shares worth $456K. The position accounts for 0.07% of the portfolio, ranked #234.

Patten Group first reported a position in CRBN in Q3 2018 and has held it in 27 quarters since. The position peaked at $629K in Q4 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Patten Group held 1,803 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $456K as of Q2 2026.
  • Patten Group sold 9 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.22K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.07% of Patten Group's portfolio in Q2 2026, its #234 holding.
  • Patten Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2018 and has held it in 27 quarters since.
  • Patten Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $629K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.