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Resources Management Corp’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Resources Management Corp’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 		– Sell
-150
Closed -$35K – 404
2025
Q4 		$35K Hold
150
– – ﹤0.01% 283
2025
Q3 		$34K Buy
+150
New +$32.7K ﹤0.01% 273

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

Resources Management Corp's CRBN Position: Q1 2026 in Review

Resources Management Corp sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2026, closing a stake of 150 shares — an estimated $35K sold.

Resources Management Corp first reported a position in CRBN in Q3 2025 and held it in 2 quarters. The position peaked at $35K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Resources Management Corp reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Resources Management Corp sold 150 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $35K.
  • Resources Management Corp first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and held it in 2 quarters.
  • Resources Management Corp's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $35K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Resources Management Corp's 13F filing for Q1 2026, filed 15 May 2026.