Raymond James Financial
CRBN icon

Raymond James Financial’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Raymond James Financial’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
Q1 		$943K Sell
4,231
-4,368
-51% -$1.02M ﹤0.01% 3893
2025
Q4 		$1.98M Buy
8,599
+4,535
+112% +$1.04M ﹤0.01% 3284
2025
Q3 		$922K Sell
4,064
-226
-5% -$49.3K ﹤0.01% 3733
2025
Q2 		$909K Buy
4,290
+852
+25% +$168K ﹤0.01% 3649
2025
Q1 		$657K Sell
3,438
-379
-10% -$74.7K ﹤0.01% 3758
2024
Q4 		$739K Buy
+3,817
New +$754K ﹤0.01% 3658

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Raymond James Financial's CRBN Position: Q1 2026 in Review

Raymond James Financial reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 51% in Q1 2026, selling an estimated $1.02M and leaving 4,231 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #3893.

Raymond James Financial first reported a position in CRBN in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.98M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Raymond James Financial held 4,231 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $943K as of Q1 2026.
  • Raymond James Financial sold 4,368 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $1.02M.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3893 holding.
  • Raymond James Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.98M in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.