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

Stonehearth 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 Q2	$3.61M	Buy	14,252 +4	+0%	+$986	1.23%	15
2026 Q1	$3.17M	Sell	14,248 -793	-5%	-$185K	1.26%	15
2025 Q4	$3.47M	Sell	15,041 -83	-0.5%	-$19K	1.28%	16
2025 Q3	$3.43M	Sell	15,124 -81	-0.5%	-$17.7K	1.33%	15
2025 Q2	$3.22M	Buy	15,205 +2,212	+17%	+$436K	1.33%	16
2025 Q1	$2.48M	Sell	12,993 -4,501	-26%	-$887K	1.03%	19
2024 Q4	$3.39M	Sell	17,494 -405	-2%	-$80K	1.36%	17
2024 Q3	$3.51M	Sell	17,899 -15	-0.1%	-$2.81K	1.4%	16
2024 Q2	$3.28M	Buy	17,914 +3,578	+25%	+$640K	1.41%	16
2024 Q1	$2.57M	Buy	14,336 +565	+4%	+$96.8K	1.16%	17
2023 Q4	$2.28M	Buy	13,771 +26	+0.2%	+$4.05K	1.12%	19
2023 Q3	$2.07M	Sell	13,745 -10	-0.1%	-$1.56K	1.13%	18
2023 Q2	$2.15M	Sell	13,755 -287	-2%	-$43.3K	1.13%	18
2023 Q1	$2.08M	Buy	14,042 +211	+2%	+$30.6K	1.12%	19
2022 Q4	$1.91M	Sell	13,831 -136	-1%	-$18.6K	1.08%	17
2022 Q3	$1.77M	Buy	13,967 +50	+0.4%	+$7.05K	1.08%	19
2022 Q2	$1.94M	Buy	13,917 +1,425	+11%	+$212K	1.11%	18
2022 Q1	$2.04M	Buy	12,492 +1,808	+17%	+$295K	1.06%	19
2021 Q4	$1.86M	Sell	10,684 -1,153	-10%	-$198K	0.96%	19
2021 Q3	$1.95M	Buy	11,837 +236	+2%	+$39.8K	1.01%	18
2021 Q2	$1.93M	Buy	11,601 +864	+8%	+$141K	0.95%	20
2021 Q1	$1.68M	Buy	10,737 +613	+6%	+$94.4K	0.91%	21
2020 Q4	$1.51M	Buy	10,124 +194	+2%	+$27.2K	0.85%	24
2020 Q3	$1.3M	Buy	9,930 +3,157	+47%	+$409K	0.86%	23
2020 Q2	$869K	Buy	6,773 +781	+13%	+$89.3K	0.58%	30
2020 Q1	$613K	Sell	5,992 -844	-12%	-$102K	0.5%	32
2019 Q4	$885K	Buy	6,836 +1,044	+18%	+$130K	0.59%	28
2019 Q3	$696K	Buy	5,792 +1,202	+26%	+$144K	0.51%	26
2019 Q2	$550K	Buy	4,590 +144	+3%	+$17K	0.4%	30
2019 Q1	$518K	Buy	4,446 +1,093	+33%	+$123K	0.4%	29
2018 Q4	$345K	Sell	3,353 -612	-15%	-$67.8K	0.29%	34
2018 Q3	$476K	Buy	3,965 +432	+12%	+$51.1K	0.36%	30
2018 Q2	$408K	Buy	3,533 +27	+0.8%	+$3.18K	0.32%	30
2018 Q1	$410K	Buy	3,506 +532	+18%	+$63.7K	0.32%	29
2017 Q4	$348K	Buy	2,974 +915	+44%	+$105K	0.26%	31
2017 Q3	$231K	Buy	+2,059	New	+$227K	0.18%	31

Other funds holding CRBN

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Stonehearth Capital Management's CRBN Position: Q2 2026 in Review

Stonehearth Capital Management increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 0.03% in Q2 2026, buying an estimated $986 and bringing the position to 14,252 shares worth $3.61M. The position accounts for 1.23% of the portfolio, ranked #15.

Stonehearth Capital Management first reported a position in CRBN in Q3 2017 and has held it in 36 quarters since. 17 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Stonehearth Capital Management held 14,252 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $3.61M as of Q2 2026.
Stonehearth Capital Management bought 4 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $986.
iShares Low Carbon Optimized MSCI ACWI ETF made up 1.23% of Stonehearth Capital Management's portfolio in Q2 2026, its #15 holding.
Stonehearth Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2017 and has held it in 36 quarters since.
17 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Stonehearth Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.