University of Maryland Foundation’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

University of Maryland Foundation’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	$2.23M	Hold	10,000	–	–	43.68%	2
2025 Q4	$2.31M	Hold	10,000	–	–	43.29%	2
2025 Q3	$2.27M	Hold	10,000	–	–	42.92%	2
2025 Q2	$2.12M	Hold	10,000	–	–	12.79%	3
2025 Q1	$1.91M	Hold	10,000	–	–	1.22%	7
2024 Q4	$1.94M	Hold	10,000	–	–	1.09%	7
2024 Q3	$1.96M	Hold	10,000	–	–	1.39%	6
2024 Q2	$1.83M	Hold	10,000	–	–	1.95%	5
2024 Q1	$1.79M	Hold	10,000	–	–	1.72%	5
2023 Q4	$1.66M	Hold	10,000	–	–	1.72%	5
2023 Q3	$1.5M	Hold	10,000	–	–	1.8%	5
2023 Q2	$1.56M	Hold	10,000	–	–	1.6%	5
2023 Q1	$1.48M	Hold	10,000	–	–	1.61%	5
2022 Q4	$1.38M	Hold	10,000	–	–	1.57%	5
2022 Q3	$1.27M	Hold	10,000	–	–	1.25%	6
2022 Q2	$1.37M	Hold	10,000	–	–	1.13%	7
2022 Q1	$1.63M	Hold	10,000	–	–	1.97%	6
2021 Q4	$1.74M	Hold	10,000	–	–	3.07%	5
2021 Q3	$1.64M	Hold	10,000	–	–	3.21%	5
2021 Q2	$1.66M	Hold	10,000	–	–	2.1%	5
2021 Q1	$1.56M	Hold	10,000	–	–	2.18%	5
2020 Q4	$1.49M	Hold	10,000	–	–	2.06%	5
2020 Q3	$1.31M	Hold	10,000	–	–	1.93%	5
2020 Q2	$1.21M	Hold	10,000	–	–	1.75%	5
2020 Q1	$1.02M	Hold	10,000	–	–	0.99%	7
2019 Q4	$1.29M	Buy	+10,000	New	+$1.25M	0.95%	8

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BWP

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

University of Maryland Foundation's CRBN Position: Q1 2026 in Review

University of Maryland Foundation held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 10,000 shares worth $2.23M. The position accounts for 43.68% of the portfolio, ranked #2.

University of Maryland Foundation first reported a position in CRBN in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.31M in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

University of Maryland Foundation held 10,000 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $2.23M as of Q1 2026.
University of Maryland Foundation left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 43.68% of University of Maryland Foundation's portfolio in Q1 2026, its #2 holding.
University of Maryland Foundation first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2019 and has held it in 26 quarters since.
University of Maryland Foundation's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $2.31M in Q4 2025.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on University of Maryland Foundation's 13F filing for Q1 2026, filed 4 May 2026.