SPIA
CRBN icon

Steward Partners Investment Advisory’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Steward Partners Investment Advisory’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 		$1.32M Buy
5,201
+18
+0.3% +$4.44K 0.01% 1128
2026
Q1 		$1.15M Buy
5,183
+20
+0.4% +$4.66K 0.01% 1087
2025
Q4 		$1.19M Hold
5,163
– – 0.01% 990
2025
Q3 		$1.17M Hold
5,163
– – 0.01% 989
2025
Q2 		$1.09M Hold
5,163
– – 0.01% 953
2025
Q1 		$987K Hold
5,163
– – 0.01% 929
2024
Q4 		$1,000K Sell
5,163
-871
-14% -$172K 0.01% 875
2024
Q3 		$1.18M Hold
6,034
– – 0.01% 802
2024
Q2 		$1.11M Hold
6,034
– – 0.01% 774
2024
Q1 		$1.08M Buy
6,034
+100
+2% +$17.1K 0.01% 759
2023
Q4 		$982K Sell
5,934
-330
-5% -$51.4K 0.01% 733
2023
Q3 		$941K Buy
6,264
+25
+0.4% +$3.9K 0.01% 694
2023
Q2 		$976K Hold
6,239
– – 0.01% 696
2023
Q1 		$923K Hold
6,239
– – 0.01% 724
2022
Q4 		$862K Hold
6,239
– – 0.01% 715
2022
Q3 		$790K Hold
6,239
– – 0.01% 694
2022
Q2 		$854K Hold
6,239
– – 0.02% 682
2022
Q1 		$1.02M Hold
6,239
– – 0.02% 681
2021
Q4 		$1.08M Buy
6,239
+424
+7% +$72.8K 0.02% 667
2021
Q3 		$955K Buy
5,815
+140
+2% +$23.6K 0.02% 671
2021
Q2 		$942K Buy
5,675
+307
+6% +$50.2K 0.02% 692
2021
Q1 		$838K Hold
5,368
– – 0.01% 710
2020
Q4 		$799K Buy
5,368
+2,828
+111% +$397K 0.02% 636
2020
Q3 		$333K Sell
2,540
-285
-10% -$37K 0.01% 784
2020
Q2 		$341K Hold
2,825
– – 0.01% 727
2020
Q1 		$288K Buy
2,825
+850
+43% +$103K 0.01% 683
2019
Q4 		$255K Sell
1,975
-34
-2% -$4.24K 0.01% 810
2019
Q3 		$241K Hold
2,009
– – 0.01% 786
2019
Q2 		$240K Buy
+2,009
New +$237K 0.01% 757
2018
Q4 		– Sell
-200
Closed -$24K – 1024
2018
Q3 		$24K Hold
200
– – ﹤0.01% 1478
2018
Q2 		$23K Sell
200
-80
-29% -$9.42K ﹤0.01% 1403
2018
Q1 		$32K Buy
280
+80
+40% +$9.59K ﹤0.01% 1160
2017
Q4 		$23K Buy
+200
New +$23K ﹤0.01% 1065

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

Steward Partners Investment Advisory's CRBN Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.35% in Q2 2026, buying an estimated $4.44K and bringing the position to 5,201 shares worth $1.32M. The position accounts for 0.01% of the portfolio, ranked #1128.

Steward Partners Investment Advisory first reported a position in CRBN in Q4 2017 and has held it in 33 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Steward Partners Investment Advisory held 5,201 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.32M as of Q2 2026.
  • Steward Partners Investment Advisory bought 18 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $4.44K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1128 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2017 and has held it in 33 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.