AdvisorNet Financial, Inc CRBN ISHARES MSCI ACWI LOW CARBON TARGET ETF

Ownership history in AdvisorNet Financial, Inc  ·  18 quarters on record

AI Ownership Summary

AdvisorNet Financial, Inc reported ISHARES MSCI ACWI LOW CARBON TARGET ETF (CRBN) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows CRBN at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRBN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AdvisorNet Financial, Inc's position in ISHARES MSCI ACWI LOW CARBON TARGET ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CRBN was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AdvisorNet Financial, Inc held CRBN — position size vs. price
% of Fund (quarterly)    CRBN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 742 +15 +2.1% 0.01% $165K 2026-04-17 $242.57
2025 Q4 ADDED 727 +21 +3.0% 0.01% $168K 2026-01-20 $229.73
2025 Q3 ADDED 706 +12 +1.7% 0.01% $160K 2025-10-09 $223.63
2025 Q2 ADDED 694 +34 +5.2% 0.01% $147K 2025-07-14 $208.05
2025 Q1 ADDED 660 +50 +8.2% 0.01% $126K 2025-04-07 $167.52
2024 Q4 ADDED 610 +15 +2.5% 0.01% $118K 2025-01-13 $185.56
2024 Q3 ADDED 595 +19 +3.3% 0.01% $117K 2024-10-15 $187.95
2024 Q2 ADDED 576 +4 +0.7% 0.01% $106K 2024-07-16 $183.33
2024 Q1 ADDED 572 +16 +2.9% 0.01% $103K 2024-04-12 $165.78
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About AdvisorNet Financial, Inc and CRBN

These are the practical questions this page is built to answer before you even open the full history table.

How long has AdvisorNet Financial, Inc reported owning CRBN?

AdvisorNet Financial, Inc reported CRBN across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CRBN position in AdvisorNet Financial, Inc's portfolio?

The largest reported portfolio weight for CRBN was 0.01% in 2024 Q1.

What is the latest reported CRBN position on this page?

The most recent filing on this page is 2026 Q1, when AdvisorNet Financial, Inc reported 742 shares, equal to 0.01% of portfolio, with an estimated market value of $165K.

What does the chart on this CRBN ownership page compare?

The chart compares AdvisorNet Financial, Inc's quarterly CRBN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AdvisorNet Financial, Inc time their CRBN position?

Based on 13F filing dates vs. subsequent CRBN price moves, AdvisorNet Financial, Inc correctly timed 11 out of 17 reported position changes (65%). The annualised alpha on CRBN relative to SPY over the holding period was -1.2%.

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