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TD Private Client Wealth’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

TD Private Client Wealth’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 		$411K Sell
1,624
-57
-3% -$14K 0.01% 548
2026
Q1 		$375K Sell
1,681
-536
-24% -$125K 0.01% 534
2025
Q4 		$511K Sell
2,217
-81
-4% -$18.6K 0.01% 479
2025
Q3 		$521K Sell
2,298
-107
-4% -$23.3K 0.01% 478
2025
Q2 		$509K Buy
2,405
+37
+2% +$7.29K 0.01% 467
2025
Q1 		$453K Sell
2,368
-186
-7% -$36.6K 0.01% 459
2024
Q4 		$494K Buy
2,554
+691
+37% +$136K 0.01% 449
2024
Q3 		$365K Sell
1,863
-342
-16% -$64.1K 0.01% 495
2024
Q2 		$404K Sell
2,205
-22
-1% -$3.94K 0.01% 462
2024
Q1 		$400K Buy
2,227
+125
+6% +$21.4K 0.01% 477
2023
Q4 		$348K Sell
2,102
-20
-0.9% -$3.11K 0.01% 480
2023
Q3 		$319K Sell
2,122
-9
-0.4% -$1.41K 0.01% 471
2023
Q2 		$333K Sell
2,131
-34
-2% -$5.13K 0.01% 482
2023
Q1 		$320K Buy
2,165
+169
+8% +$24.5K 0.01% 484
2022
Q4 		$276K Sell
1,996
-160
-7% -$21.9K 0.01% 502
2022
Q3 		$273K Buy
2,156
+110
+5% +$15.5K 0.01% 484
2022
Q2 		$280K Buy
2,046
+193
+10% +$28.7K 0.01% 480
2022
Q1 		$303K Hold
1,853
– – 0.01% 492
2021
Q4 		$322K Sell
1,853
-48
-3% -$8.24K 0.01% 478
2021
Q3 		$312K Buy
1,901
+97
+5% +$16.4K 0.01% 465
2021
Q2 		$299K Buy
1,804
+384
+27% +$62.8K 0.01% 468
2021
Q1 		$222K Buy
1,420
+924
+186% +$142K 0.01% 491
2020
Q4 		$73.8K Buy
+496
New +$69.6K ﹤0.01% 598

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

TD Private Client Wealth's CRBN Position: Q2 2026 in Review

TD Private Client Wealth reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 3.4% in Q2 2026, selling an estimated $14K and leaving 1,624 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #548.

TD Private Client Wealth first reported a position in CRBN in Q4 2020 and has held it in 23 quarters since. The position peaked at $521K in Q3 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • TD Private Client Wealth held 1,624 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $411K as of Q2 2026.
  • TD Private Client Wealth sold 57 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $14K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #548 holding.
  • TD Private Client Wealth first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2020 and has held it in 23 quarters since.
  • TD Private Client Wealth's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $521K in Q3 2025.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.