Cetera Investment Advisers’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Cetera Investment Advisers’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 Q2	$1.28M	Buy	5,065 +702	+16%	+$173K	﹤0.01%	2797
2026 Q1	$972K	Buy	4,363 +35	+0.8%	+$8.15K	﹤0.01%	2930
2025 Q4	$998K	Sell	4,328 -116	-3%	-$26.6K	﹤0.01%	2823
2025 Q3	$1.01M	Sell	4,444 -628	-12%	-$137K	﹤0.01%	2757
2025 Q2	$1.07M	Sell	5,072 -19,669	-79%	-$3.88M	﹤0.01%	2322
2025 Q1	$4.73M	Buy	24,741 +1,138	+5%	+$224K	0.01%	1154
2024 Q4	$4.57M	Sell	23,603 -2,191	-8%	-$433K	0.01%	1083
2024 Q3	$5.06M	Sell	25,794 -69	-0.3%	-$12.9K	0.01%	993
2024 Q2	$4.74M	Buy	25,863 +73	+0.3%	+$13.1K	0.01%	1030
2024 Q1	$4.63M	Buy	+25,790	New	+$4.42M	0.01%	1026

Other funds holding CRBN

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Cetera Investment Advisers's CRBN Position: Q2 2026 in Review

Cetera Investment Advisers increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 16% in Q2 2026, buying an estimated $173K and bringing the position to 5,065 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2797.

Cetera Investment Advisers first reported a position in CRBN in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.06M in Q3 2024. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

Cetera Investment Advisers held 5,065 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $1.28M as of Q2 2026.
Cetera Investment Advisers bought 702 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $173K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2797 holding.
Cetera Investment Advisers first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2024 and has held it in 10 quarters since.
Cetera Investment Advisers's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $5.06M in Q3 2024.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.