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

Advisornet Financial’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	$165K	Buy	742 +15	+2%	+$3.49K	0.01%	663
2025 Q4	$168K	Buy	727 +21	+3%	+$4.82K	0.01%	649
2025 Q3	$160K	Buy	706 +12	+2%	+$2.62K	0.01%	656
2025 Q2	$147K	Buy	694 +34	+5%	+$6.7K	0.01%	649
2025 Q1	$126K	Buy	660 +50	+8%	+$9.85K	0.01%	660
2024 Q4	$118K	Buy	610 +15	+3%	+$2.96K	0.01%	639
2024 Q3	$117K	Buy	595 +19	+3%	+$3.56K	0.01%	660
2024 Q2	$106K	Buy	576 +4	+0.7%	+$716	0.01%	626
2024 Q1	$103K	Buy	572 +16	+3%	+$2.74K	0.01%	626
2023 Q4	$92K	Buy	556 +55	+11%	+$8.56K	0.01%	666
2023 Q3	$75.3K	Buy	501 +15	+3%	+$2.34K	0.01%	682
2023 Q2	$76.1K	Buy	486 +18	+4%	+$2.72K	0.01%	704
2023 Q1	$69.2K	Buy	468 +17	+4%	+$2.47K	0.01%	708
2022 Q4	$62.4K	Buy	451 +40	+10%	+$5.48K	0.01%	736
2022 Q3	$52K	Buy	411 +16	+4%	+$2.25K	0.01%	835
2022 Q2	$54K	Buy	395 +21	+6%	+$3.12K	0.01%	843
2022 Q1	$61K	Buy	374 +370	+9,250%	+$60.4K	﹤0.01%	897
2021 Q4	$1K	Buy	+4	New	+$687	﹤0.01%	1904

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return