Widmann Financial Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Widmann Financial Services’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	$290K	Hold	1,145	–	–	0.16%	104
2026 Q1	$255K	Hold	1,145	–	–	0.15%	104
2025 Q4	$264K	Buy	1,145 +35	+3%	+$8.03K	0.16%	102
2025 Q3	$252K	Hold	1,110	–	–	0.16%	99
2025 Q2	$235K	Buy	+1,110	New	+$219K	0.16%	101
2024 Q3	–	Sell	-630	Closed	-$115K	–	106
2024 Q2	$115K	Buy	+630	New	+$113K	0.09%	123

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

Widmann Financial Services's CRBN Position: Q2 2026 in Review

Widmann Financial Services held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q2 2026 at 1,145 shares worth $290K. The position accounts for 0.16% of the portfolio, ranked #104.

Widmann Financial Services first reported a position in CRBN in Q2 2024 and has held it in 6 quarters since. 138 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Widmann Financial Services held 1,145 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $290K as of Q2 2026.
Widmann Financial Services left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q2 2026.
iShares Low Carbon Optimized MSCI ACWI ETF made up 0.16% of Widmann Financial Services's portfolio in Q2 2026, its #104 holding.
Widmann Financial Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2024 and has held it in 6 quarters since.
138 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.