Atria Wealth Solutions’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Atria Wealth Solutions’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
2025 Q2	–	Sell	-1,247	Closed	-$238K	–	1536
2025 Q1	$238K	Hold	1,247	–	–	﹤0.01%	1612
2024 Q4	$241K	Sell	1,247 -63	-5%	-$12.4K	﹤0.01%	1689
2024 Q3	$257K	Sell	1,310 -32	-2%	-$6K	﹤0.01%	1606
2024 Q2	$246K	Sell	1,342 -195	-13%	-$34.9K	﹤0.01%	1623
2024 Q1	$276K	Hold	1,537	–	–	﹤0.01%	1612
2023 Q4	$254K	Buy	1,537 +6	+0.4%	+$934	﹤0.01%	1619
2023 Q3	$230K	Hold	1,531	–	–	﹤0.01%	1600
2023 Q2	$239K	Buy	1,531 +6	+0.4%	+$905	﹤0.01%	1582
2023 Q1	$226K	Sell	1,525 -20	-1%	-$2.9K	﹤0.01%	1599
2022 Q4	$213K	Buy	+1,545	New	+$212K	﹤0.01%	1573
2022 Q3	–	Sell	-1,540	Closed	-$211K	–	1775
2022 Q2	$211K	Buy	1,540 +186	+14%	+$27.6K	﹤0.01%	1426
2022 Q1	$221K	Buy	+1,354	New	+$221K	﹤0.01%	1521

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

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

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

JP Morgan Chase

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

National Philanthropic Trust Jenkintown, Pennsylvania $9.38B AUM 33.37% 1-Year Est. Return