Rockefeller Capital Management
CRBN icon

Rockefeller Capital Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Rockefeller Capital 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
Q1 		$1.11M Buy
4,962
+273
+6% +$63.6K ﹤0.01% 1562
2025
Q4 		$1.08M Buy
4,689
+1,564
+50% +$359K ﹤0.01% 1528
2025
Q3 		$709K Buy
+3,125
New +$682K ﹤0.01% 1601
2023
Q1 		– Sell
-75
Closed -$10K – 2355
2022
Q4 		$10K Buy
75
+4
+6% +$548 ﹤0.01% 3068
2022
Q3 		$8K Sell
71
-318
-82% -$44.8K ﹤0.01% 3169
2022
Q2 		$53K Buy
389
+160
+70% +$23.8K ﹤0.01% 2252
2022
Q1 		$37K Sell
229
-563
-71% -$92K ﹤0.01% 2435
2021
Q4 		$137K Buy
792
+58
+8% +$9.96K ﹤0.01% 1798
2021
Q3 		$120K Buy
734
+200
+37% +$33.7K ﹤0.01% 1781
2021
Q2 		$88K Buy
534
+493
+1,202% +$80.6K ﹤0.01% 1848
2021
Q1 		$6K Hold
41
– – ﹤0.01% 2826
2020
Q4 		$6K Hold
41
– – ﹤0.01% 2364
2020
Q3 		$5K Hold
41
– – ﹤0.01% 2206
2020
Q2 		$5K Sell
41
-227
-85% -$25.9K ﹤0.01% 2083
2020
Q1 		$27K Buy
268
+227
+554% +$27.5K ﹤0.01% 1413
2019
Q4 		$5K Sell
41
-3
-7% -$374 ﹤0.01% 1768
2019
Q3 		$5K Buy
+44
New +$5.25K ﹤0.01% 1605

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 $3.51B AUM 13.98% 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

Rockefeller Capital Management's CRBN Position: Q1 2026 in Review

Rockefeller Capital Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 5.8% in Q1 2026, buying an estimated $63.6K and bringing the position to 4,962 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Rockefeller Capital Management first reported a position in CRBN in Q3 2019 and has held it in 17 quarters since. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Rockefeller Capital Management held 4,962 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.11M as of Q1 2026.
  • Rockefeller Capital Management bought 273 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $63.6K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1562 holding.
  • Rockefeller Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2019 and has held it in 17 quarters since.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.