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Ritholtz Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ritholtz Wealth Management’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 		$835K Hold
3,299
– – 0.01% 674
2026
Q1 		$735K Hold
3,299
– – 0.01% 648
2025
Q4 		$761K Sell
3,299
-64
-2% -$14.7K 0.01% 588
2025
Q3 		$763K Sell
3,363
-371
-10% -$80.9K 0.01% 561
2025
Q2 		$791K Sell
3,734
-855
-19% -$169K 0.02% 511
2025
Q1 		$877K Sell
4,589
-106
-2% -$20.9K 0.03% 434
2024
Q4 		$909K Sell
4,695
-1,225
-21% -$242K 0.03% 389
2024
Q3 		$1.16M Sell
5,920
-238
-4% -$44.6K 0.04% 342
2024
Q2 		$1.13M Sell
6,158
-924
-13% -$165K 0.04% 324
2024
Q1 		$1.27M Sell
7,082
-69
-1% -$11.8K 0.04% 298
2023
Q4 		$1.18M Sell
7,151
-63
-0.9% -$9.8K 0.05% 274
2023
Q3 		$1.08M Sell
7,214
-238
-3% -$37.2K 0.05% 254
2023
Q2 		$1.17M Sell
7,452
-81
-1% -$12.2K 0.05% 231
2023
Q1 		$1.11M Sell
7,533
-135
-2% -$19.6K 0.06% 236
2022
Q4 		$1.06M Sell
7,668
-314
-4% -$43K 0.06% 223
2022
Q3 		$1.01M Sell
7,982
-95
-1% -$13.4K 0.05% 238
2022
Q2 		$1.1M Sell
8,077
-222
-3% -$33K 0.07% 167
2022
Q1 		$1.35M Sell
8,299
-1,858
-18% -$303K 0.09% 135
2021
Q4 		$1.77M Sell
10,157
-1,530
-13% -$263K 0.11% 90
2021
Q3 		$1.92M Buy
11,687
+1,241
+12% +$209K 0.13% 80
2021
Q2 		$1.73M Sell
10,446
-482
-4% -$78.8K 0.12% 79
2021
Q1 		$1.71M Sell
10,928
-20
-0.2% -$3.08K 0.14% 71
2020
Q4 		$1.63M Buy
10,948
+694
+7% +$97.3K 0.16% 64
2020
Q3 		$1.34M Buy
10,254
+780
+8% +$101K 0.15% 64
2020
Q2 		$1.15M Buy
9,474
+1,025
+12% +$117K 0.15% 61
2020
Q1 		$864K Buy
8,449
+131
+2% +$15.9K 0.14% 56
2019
Q4 		$1.08M Sell
8,318
-274
-3% -$34.2K 0.16% 48
2019
Q3 		$1.03M Sell
8,592
-45
-0.5% -$5.37K 0.17% 48
2019
Q2 		$1.03M Buy
8,637
+590
+7% +$69.7K 0.18% 40
2019
Q1 		$938K Buy
8,047
+820
+11% +$92.2K 0.17% 43
2018
Q4 		$745K Sell
7,227
-300
-4% -$33.3K 0.17% 46
2018
Q3 		$903K Sell
7,527
-25
-0.3% -$2.96K 0.23% 34
2018
Q2 		$871K Buy
7,552
+785
+12% +$92.4K 0.24% 36
2018
Q1 		$790K Buy
6,767
+80
+1% +$9.59K 0.23% 39
2017
Q4 		$782K Buy
6,687
+2,750
+70% +$317K 0.23% 52
2017
Q3 		$443K Buy
+3,937
New +$434K 0.17% 43

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

Ritholtz Wealth Management's CRBN Position: Q2 2026 in Review

Ritholtz Wealth Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 3,299 shares worth $835K. The position accounts for 0.01% of the portfolio, ranked #674.

Ritholtz Wealth Management first reported a position in CRBN in Q3 2017 and has held it in 36 quarters since. The position peaked at $1.92M in Q3 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Ritholtz Wealth Management held 3,299 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $835K as of Q2 2026.
  • Ritholtz Wealth Management left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #674 holding.
  • Ritholtz Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2017 and has held it in 36 quarters since.
  • Ritholtz Wealth Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.92M in Q3 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.