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

TruNorth 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	$254K	Buy	+1,003	New	+$247K	0.04%	104
2026 Q1	–	Sell	-1,300	Closed	-$300K	–	117
2025 Q4	$300K	Hold	1,300	–	–	0.06%	85
2025 Q3	$295K	Hold	1,300	–	–	0.06%	76
2025 Q2	$275K	Hold	1,300	–	–	0.06%	73
2025 Q1	$249K	Hold	1,300	–	–	0.06%	86
2024 Q4	$252K	Hold	1,300	–	–	0.07%	62
2024 Q3	$255K	Hold	1,300	–	–	0.08%	57
2024 Q2	$238K	Hold	1,300	–	–	0.08%	58
2024 Q1	$233K	Buy	+1,300	New	+$223K	0.08%	54

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

TruNorth Capital Management opened a new position in iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026: 1,003 shares worth $254K. The stake represents 0.04% of the portfolio and ranks #104 among its holdings. This is a return to the name: TruNorth Capital Management previously reported a position in CRBN as recently as Q4 2025.

TruNorth Capital Management first reported a position in CRBN in Q1 2024 and has held it in 9 quarters since. The position peaked at $300K in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

TruNorth Capital Management held 1,003 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $254K as of Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF was a new TruNorth Capital Management position in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.04% of TruNorth Capital Management's portfolio in Q2 2026, its #104 holding.
TruNorth Capital Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2024 and has held it in 9 quarters since.
TruNorth Capital Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $300K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on TruNorth Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.