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Westfuller Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Westfuller Advisors’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 		$4.34K Hold
17
– – ﹤0.01% 595
2026
Q1 		$3.8K Hold
17
– – ﹤0.01% 573
2025
Q4 		$3.93K Hold
17
– – ﹤0.01% 594
2025
Q3 		$3.81K Buy
+17
New +$3.71K ﹤0.01% 570

Other funds holding CRBN

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
SCM
Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 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
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Westfuller Advisors's CRBN Position: Q2 2026 in Review

Westfuller Advisors held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 17 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Westfuller Advisors first reported a position in CRBN in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Westfuller Advisors held 17 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $4.34K as of Q2 2026.
  • Westfuller Advisors left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #595 holding.
  • Westfuller Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.