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
Q2 		$796K Sell
3,146
-1,085
-26% -$267K ﹤0.01% 4164
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 $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

Raymond James Financial's CRBN Position: Q2 2026 in Review

Raymond James Financial reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 26% in Q2 2026, selling an estimated $267K and leaving 3,146 shares worth $796K. The position accounts for ﹤0.01% of the portfolio, ranked #4164.

Raymond James Financial first reported a position in CRBN in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.98M in Q4 2025. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Raymond James Financial held 3,146 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $796K as of Q2 2026.
  • Raymond James Financial sold 1,085 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $267K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4164 holding.
  • Raymond James Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.98M in Q4 2025.
  • 138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.