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Physician Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Physician Wealth Advisors’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 		$41K Buy
162
+1
+0.6% +$246 ﹤0.01% 481
2026
Q1 		$35.9K Hold
161
– – 0.01% 477
2025
Q4 		$37.1K Buy
161
+2
+1% +$459 0.01% 443
2025
Q3 		$36K Hold
159
– – 0.01% 439
2025
Q2 		$33.6K Sell
159
-11
-6% -$2.17K 0.01% 414
2025
Q1 		$32.4K Hold
170
– – 0.01% 401
2024
Q4 		$32.8K Buy
+170
New +$33.6K 0.01% 404

Other funds holding CRBN

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Physician Wealth Advisors's CRBN Position: Q2 2026 in Review

Physician Wealth Advisors increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.62% in Q2 2026, buying an estimated $246 and bringing the position to 162 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Physician Wealth Advisors first reported a position in CRBN in Q4 2024 and has held it in 7 quarters since. 55 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Physician Wealth Advisors held 162 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $41K as of Q2 2026.
  • Physician Wealth Advisors bought 1 iShares Low Carbon Optimized MSCI ACWI ETF share in Q2 2026, an estimated $246.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #481 holding.
  • Physician Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • 55 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.