AAS
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Ameritas Advisory Services’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Ameritas Advisory 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 		– Sell
-878
Closed -$202K – 1093
2025
Q4 		$202K Buy
+878
New +$201K 0.01% 904
2025
Q3 		– Sell
-958
Closed -$203K – 2269
2025
Q2 		$203K Sell
958
-234
-20% -$46.1K 0.01% 733
2025
Q1 		$228K Buy
1,192
+20
+2% +$3.94K 0.01% 778
2024
Q4 		$227K Buy
1,172
+11
+0.9% +$2.17K 0.01% 803
2024
Q3 		$228K Sell
1,161
-96
-8% -$18K 0.01% 768
2024
Q2 		$230K Buy
1,257
+26
+2% +$4.65K 0.01% 818
2024
Q1 		$221K Sell
1,231
-303
-20% -$51.9K 0.01% 800
2023
Q4 		$254K Sell
1,534
-62
-4% -$9.65K 0.01% 595
2023
Q3 		$240K Buy
+1,596
New +$249K 0.01% 694
2023
Q2 		– Sell
-1,578
Closed -$236K – 939
2023
Q1 		$236K Buy
1,578
+75
+5% +$10.9K 0.01% 717
2022
Q4 		$208K Buy
+1,503
New +$206K 0.01% 816
2022
Q2 		– Sell
-1,399
Closed -$228K – 809
2022
Q1 		$228K Sell
1,399
-170
-11% -$27.8K 0.01% 754
2021
Q4 		$273K Buy
+1,569
New +$269K 0.01% 675

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

Ameritas Advisory Services's CRBN Position: Q1 2026 in Review

Ameritas Advisory Services sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q1 2026, closing a stake of 878 shares — an estimated $202K sold.

Ameritas Advisory Services first reported a position in CRBN in Q4 2021 and held it in 13 quarters. The position peaked at $273K in Q4 2021. 128 funds tracked by Wall St. Rank hold CRBN as of Q1 2026.

  • Ameritas Advisory Services reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q1 2026 after selling out during the quarter.
  • Ameritas Advisory Services sold 878 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q1 2026, an estimated $202K.
  • Ameritas Advisory Services first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 13 quarters.
  • Ameritas Advisory Services's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $273K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.