Westside Investment Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Westside Investment 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	$25.3K	Sell	100 -200	-67%	-$49.3K	﹤0.01%	839
2026 Q1	$66.8K	Hold	300	–	–	0.01%	498
2025 Q4	$69.2K	Hold	300	–	–	0.01%	469
2025 Q3	$68.1K	Hold	300	–	–	0.01%	469
2025 Q2	$63.5K	Hold	300	–	–	0.01%	420
2025 Q1	$57.4K	Hold	300	–	–	0.01%	384
2024 Q4	$58.1K	Hold	300	–	–	0.01%	384
2024 Q3	$58.8K	Hold	300	–	–	0.01%	377
2024 Q2	$55K	Hold	300	–	–	0.01%	374
2024 Q1	$53.8K	Hold	300	–	–	0.01%	373
2023 Q4	$49.6K	Hold	300	–	–	0.01%	362
2023 Q3	$45.1K	Hold	300	–	–	0.01%	361
2023 Q2	$46.9K	Hold	300	–	–	0.01%	362
2023 Q1	$44.4K	Hold	300	–	–	0.01%	369
2022 Q4	$41	Hold	300	–	–	﹤0.01%	432
2022 Q3	$37	Hold	300	–	–	﹤0.01%	436
2022 Q2	$41	Hold	300	–	–	﹤0.01%	422
2022 Q1	$48	Hold	300	–	–	﹤0.01%	418
2021 Q4	$52	Hold	300	–	–	﹤0.01%	398
2021 Q3	$49	Hold	300	–	–	﹤0.01%	394
2021 Q2	$49	Hold	300	–	–	﹤0.01%	386
2021 Q1	$46	Hold	300	–	–	﹤0.01%	381
2020 Q4	$44	Hold	300	–	–	﹤0.01%	353
2020 Q3	$39	Hold	300	–	–	﹤0.01%	365
2020 Q2	$36	Hold	300	–	–	﹤0.01%	355
2020 Q1	$30	Buy	+300	New	+$36.4K	﹤0.01%	374
2019 Q2	$35K	Buy	+300	New	+$35.5K	0.01%	339
2018 Q4	$30.9K	Buy	+300	New	+$33.3K	0.01%	344
2018 Q3	–	Sell	-250	Closed	-$28.7K	–	735
2018 Q2	$28.7K	Hold	250	–	–	0.01%	349
2018 Q1	$28.5K	Hold	250	–	–	0.02%	334
2017 Q4	$30.1K	Hold	250	–	–	0.02%	337
2017 Q3	$28.2K	Buy	250 +100	+67%	+$11K	0.02%	338
2017 Q2	$16.1K	Hold	150	–	–	0.01%	420
2017 Q1	$15.6K	Buy	+150	New	+$15.3K	0.01%	401

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

Westside Investment Management's CRBN Position: Q2 2026 in Review

Westside Investment Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 67% in Q2 2026, selling an estimated $49.3K and leaving 100 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Westside Investment Management first reported a position in CRBN in Q1 2017 and has held it in 34 quarters since. The position peaked at $69.2K in Q4 2025. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Westside Investment Management held 100 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $25.3K as of Q2 2026.
Westside Investment Management sold 200 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $49.3K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #839 holding.
Westside Investment Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2017 and has held it in 34 quarters since.
Westside Investment Management's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $69.2K in Q4 2025.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.