Plum Street Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Plum Street 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	$948K	Sell	3,747 -91	-2%	-$22.4K	0.3%	53
2026 Q1	$855K	Sell	3,838 -886	-19%	-$206K	0.3%	54
2025 Q4	$1.09M	Sell	4,724 -173	-4%	-$39.7K	0.39%	50
2025 Q3	$1.11M	Sell	4,897 -87	-2%	-$19K	0.43%	46
2025 Q2	$1.06M	Sell	4,984 -145	-3%	-$28.6K	0.47%	43
2025 Q1	$981K	Sell	5,129 -111	-2%	-$21.9K	0.47%	43
2024 Q4	$1.01M	Sell	5,240 -1	-0%	-$198	0.5%	44
2024 Q3	$1.03M	Sell	5,241 -57	-1%	-$10.7K	0.52%	43
2024 Q2	$971K	Buy	5,298 +57	+1%	+$10.2K	0.57%	39
2024 Q1	$1.03M	Sell	5,241 -714	-12%	-$122K	0.52%	43
2023 Q4	$985K	Buy	+5,955	New	+$927K	0.66%	34

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

Plum Street Advisors's CRBN Position: Q2 2026 in Review

Plum Street Advisors reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2.4% in Q2 2026, selling an estimated $22.4K and leaving 3,747 shares worth $948K. The position accounts for 0.3% of the portfolio, ranked #53.

Plum Street Advisors first reported a position in CRBN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.11M in Q3 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Plum Street Advisors held 3,747 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $948K as of Q2 2026.
Plum Street Advisors sold 91 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $22.4K.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.3% of Plum Street Advisors's portfolio in Q2 2026, its #53 holding.
Plum Street Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
Plum Street Advisors's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.11M in Q3 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.