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
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 $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 $564B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return