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Westmount Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Westmount Partners’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 		$1.03M Sell
4,067
-60
-1% -$14.8K 0.23% 92
2026
Q1 		$920K Sell
4,127
-81
-2% -$18.9K 0.23% 90
2025
Q4 		$970K Buy
4,208
+142
+3% +$32.6K 0.24% 80
2025
Q3 		$927K Buy
4,066
+175
+4% +$38.2K 0.24% 81
2025
Q2 		$824K Buy
3,891
+37
+1% +$7.29K 0.23% 86
2025
Q1 		$737K Buy
3,854
+38
+1% +$7.49K 0.22% 93
2024
Q4 		$739K Buy
3,816
+110
+3% +$21.7K 0.22% 86
2024
Q3 		$727K Buy
3,706
+345
+10% +$64.7K 0.22% 91
2024
Q2 		$616K Buy
3,361
+491
+17% +$87.8K 0.2% 101
2024
Q1 		$515K Buy
2,870
+121
+4% +$20.7K 0.19% 111
2023
Q4 		$455K Sell
2,749
-8
-0.3% -$1.25K 0.19% 112
2023
Q3 		$414K Buy
2,757
+452
+20% +$70.6K 0.18% 125
2023
Q2 		$361K Buy
2,305
+734
+47% +$111K 0.16% 132
2023
Q1 		$232K Buy
+1,571
New +$228K 0.11% 158

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

Westmount Partners's CRBN Position: Q2 2026 in Review

Westmount Partners reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.5% in Q2 2026, selling an estimated $14.8K and leaving 4,067 shares worth $1.03M. The position accounts for 0.23% of the portfolio, ranked #92.

Westmount Partners first reported a position in CRBN in Q1 2023 and has held it in 14 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Westmount Partners held 4,067 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.03M as of Q2 2026.
  • Westmount Partners sold 60 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $14.8K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.23% of Westmount Partners's portfolio in Q2 2026, its #92 holding.
  • Westmount Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2023 and has held it in 14 quarters since.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.