SAM
CRBN icon

Smartleaf Asset Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Smartleaf Asset 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 		$479K Hold
1,908
– – 0.02% 564
2026
Q1 		$413K Sell
1,908
-273
-13% -$63.6K 0.01% 580
2025
Q4 		$506K Sell
2,181
-162
-7% -$37.2K 0.02% 526
2025
Q3 		$529K Sell
2,343
-346
-13% -$75.5K 0.03% 466
2025
Q2 		$566K Sell
2,689
-3,464
-56% -$683K 0.05% 353
2025
Q1 		$1.17M Sell
6,153
-1,607
-21% -$317K 0.11% 206
2024
Q4 		$1.51M Buy
7,760
+1,607
+26% +$317K 0.15% 152
2024
Q3 		$1.21M Sell
6,153
-64
-1% -$12K 0.15% 160
2024
Q2 		$1.14M Sell
6,217
-420
-6% -$75.1K 0.19% 128
2024
Q1 		$1.19M Sell
6,637
-114
-2% -$19.5K 0.23% 103
2023
Q4 		$1.12M Buy
+6,751
New +$1.05M 0.3% 81

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

Smartleaf Asset Management's CRBN Position: Q2 2026 in Review

Smartleaf Asset Management held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 1,908 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #564.

Smartleaf Asset Management first reported a position in CRBN in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.51M in Q4 2024. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Smartleaf Asset Management held 1,908 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $479K as of Q2 2026.
  • Smartleaf Asset 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 0.02% of Smartleaf Asset Management's portfolio in Q2 2026, its #564 holding.
  • Smartleaf Asset Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $1.51M in Q4 2024.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.