RZH
CRBN icon

Relyea Zuckerberg Hanson’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Relyea Zuckerberg Hanson’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 		$499K Buy
1,972
+11
+0.6% +$2.71K 0.04% 185
2026
Q1 		$437K Hold
1,961
– – 0.04% 175
2025
Q4 		$452K Buy
1,961
+23
+1% +$5.28K 0.05% 171
2025
Q3 		$440K Hold
1,938
– – 0.05% 177
2025
Q2 		$411K Buy
1,938
+7
+0.4% +$1.38K 0.05% 178
2025
Q1 		$369K Hold
1,931
– – 0.05% 184
2024
Q4 		$374K Buy
1,931
+823
+74% +$163K 0.05% 180
2024
Q3 		$217K Hold
1,108
– – 0.03% 236
2024
Q2 		$203K Buy
+1,108
New +$198K 0.03% 224
2021
Q3 		– Sell
-1,318
Closed -$219K – 145
2021
Q2 		$219K Sell
1,318
-177
-12% -$28.9K 0.09% 124
2021
Q1 		$244K Sell
1,495
-1,165
-44% -$179K 0.11% 114
2020
Q4 		$396K Sell
2,660
-270
-9% -$37.9K 0.21% 75
2020
Q3 		$396K Sell
2,930
-185
-6% -$24K 0.25% 73
2020
Q2 		$376K Sell
3,115
-250
-7% -$28.6K 0.3% 69
2020
Q1 		$344K Hold
3,365
– – 0.38% 66
2019
Q4 		$435K Buy
+3,365
New +$420K 0.42% 54

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

Relyea Zuckerberg Hanson's CRBN Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.56% in Q2 2026, buying an estimated $2.71K and bringing the position to 1,972 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #185.

Relyea Zuckerberg Hanson first reported a position in CRBN in Q4 2019 and has held it in 16 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Relyea Zuckerberg Hanson held 1,972 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $499K as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 11 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $2.71K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.04% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #185 holding.
  • Relyea Zuckerberg Hanson first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 16 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.