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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
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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $2.04B AUM 15.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Widmann Financial Services's CRBN Position: Q1 2026 in Review

Widmann Financial Services held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q1 2026 at 1,145 shares worth $255K. The position accounts for 0.15% of the portfolio, ranked #104.

Widmann Financial Services first reported a position in CRBN in Q2 2024 and has held it in 5 quarters since. The position peaked at $264K in Q4 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Widmann Financial Services held 1,145 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $255K as of Q1 2026.
  • Widmann Financial Services left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q1 2026.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.15% of Widmann Financial Services's portfolio in Q1 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 5 quarters since.
  • Widmann Financial Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $264K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Widmann Financial Services's 13F filing for Q1 2026, filed 15 May 2026.