Cetera Investment Advisers
CRBN icon

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
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
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 $3.51B AUM 13.98% 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 $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
BWP
BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return