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

Proffitt & Goodson’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 		$89.3K Sell
353
-38
-10% -$9.37K 0.01% 165
2026
Q1 		$87.1K Hold
391
– – 0.01% 160
2025
Q4 		$90.1K Buy
391
+2
+0.5% +$459 0.01% 154
2025
Q3 		$88.3K Hold
389
– – 0.01% 151
2025
Q2 		$82.4K Sell
389
-43
-10% -$8.47K 0.01% 149
2025
Q1 		$82.6K Hold
432
– – 0.01% 146
2024
Q4 		$83.6K Sell
432
-35
-7% -$6.91K 0.01% 146
2024
Q3 		$91.6K Hold
467
– – 0.02% 147
2024
Q2 		$85.6K Hold
467
– – 0.02% 148
2024
Q1 		$83.8K Hold
467
– – 0.01% 145
2023
Q4 		$77.3K Buy
467
+3
+0.6% +$467 0.01% 141
2023
Q3 		$69.7K Sell
464
-86
-16% -$13.4K 0.01% 146
2023
Q2 		$86K Hold
550
– – 0.02% 134
2023
Q1 		$81.4K Hold
550
– – 0.02% 142
2022
Q4 		$76K Hold
550
– – 0.02% 147
2022
Q3 		$70K Hold
550
– – 0.02% 149
2022
Q2 		$75K Buy
550
+5
+0.9% +$743 0.02% 155
2022
Q1 		$89K Hold
545
– – 0.02% 155
2021
Q4 		$95K Hold
545
– – 0.02% 135
2021
Q3 		$90K Hold
545
– – 0.02% 137
2021
Q2 		$90K Hold
545
– – 0.02% 133
2021
Q1 		$85K Hold
545
– – 0.02% 135
2020
Q4 		$81K Hold
545
– – 0.02% 135
2020
Q3 		$71K Sell
545
-313
-36% -$40.6K 0.02% 132
2020
Q2 		$104K Sell
858
-40
-4% -$4.57K 0.02% 105
2020
Q1 		$92K Buy
898
+277
+45% +$33.6K 0.02% 92
2019
Q4 		$80K Buy
621
+79
+15% +$9.85K 0.02% 114
2019
Q3 		$65K Buy
542
+10
+2% +$1.19K 0.02% 123
2019
Q2 		$64K Hold
532
– – 0.02% 124
2019
Q1 		$62K Hold
532
– – 0.02% 118
2018
Q4 		$55K Hold
532
– – 0.02% 87
2018
Q3 		$64K Buy
+532
New +$62.9K 0.02% 77

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

Proffitt & Goodson's CRBN Position: Q2 2026 in Review

Proffitt & Goodson reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 9.7% in Q2 2026, selling an estimated $9.37K and leaving 353 shares worth $89.3K. The position accounts for 0.01% of the portfolio, ranked #165.

Proffitt & Goodson first reported a position in CRBN in Q3 2018 and has held it in 32 quarters since. The position peaked at $104K in Q2 2020. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Proffitt & Goodson held 353 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $89.3K as of Q2 2026.
  • Proffitt & Goodson sold 38 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $9.37K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #165 holding.
  • Proffitt & Goodson first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2018 and has held it in 32 quarters since.
  • Proffitt & Goodson's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $104K in Q2 2020.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.