WhitTier Trust Company’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

WhitTier Trust Company’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	$98.6K	Hold	391	–	–	﹤0.01%	606
2026 Q1	$88.1K	Hold	391	–	–	﹤0.01%	619
2025 Q4	$92K	Hold	391	–	–	﹤0.01%	598
2025 Q3	$89.5K	Hold	391	–	–	﹤0.01%	582
2025 Q2	$82.8K	Hold	391	–	–	﹤0.01%	664
2025 Q1	$74.7K	Sell	391 -70	-15%	-$13.8K	﹤0.01%	672
2024 Q4	$89.2K	Buy	461 +391	+559%	+$77.2K	﹤0.01%	627
2024 Q3	$13.7K	Buy	+70	New	+$13.1K	﹤0.01%	1001

Other funds holding CRBN

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Stonehearth Capital Management Danvers, Massachusetts $293M AUM 32.48% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

GAM

Gould Asset Management Claremont, California $635M AUM 14.36% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WhitTier Trust Company's CRBN Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 391 shares worth $98.6K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

WhitTier Trust Company first reported a position in CRBN in Q3 2024 and has held it in 8 quarters since. 74 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

WhitTier Trust Company held 391 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $98.6K as of Q2 2026.
WhitTier Trust Company 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 WhitTier Trust Company's portfolio in Q2 2026, its #606 holding.
WhitTier Trust Company first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q3 2024 and has held it in 8 quarters since.
74 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.