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CRBN icon

Rossby Financial’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Rossby 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
Q1 		$4.05K Hold
18
– – ﹤0.01% 1567
2025
Q4 		$4.15K Hold
18
– – ﹤0.01% 1163
2025
Q3 		$4.1K Hold
18
– – ﹤0.01% 1018
2025
Q2 		$3.81K Hold
18
– – ﹤0.01% 943
2025
Q1 		$3.44K Buy
+18
New +$3.55K ﹤0.01% 847

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

Rossby Financial's CRBN Position: Q1 2026 in Review

Rossby Financial held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 18 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Rossby Financial first reported a position in CRBN in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.15K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Rossby Financial held 18 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.05K as of Q1 2026.
  • Rossby Financial left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1567 holding.
  • Rossby Financial first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $4.15K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.