EP Wealth Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

EP Wealth Advisors’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	$297K	Sell	1,175 -15	-1%	-$3.7K	﹤0.01%	1303
2026 Q1	$265K	Sell	1,190 -4	-0.3%	-$932	﹤0.01%	1238
2025 Q4	$275K	Buy	+1,194	New	+$274K	﹤0.01%	1187
2025 Q2	$291K	Buy	1,374 +569	+71%	+$112K	﹤0.01%	1036
2025 Q1	$154K	Hold	805	–	–	﹤0.01%	1183
2024 Q4	$156K	Hold	805	–	–	﹤0.01%	1140
2024 Q3	$158K	Buy	805 +150	+23%	+$28.1K	﹤0.01%	1093
2024 Q2	$120K	Hold	655	–	–	﹤0.01%	812
2024 Q1	$118K	Hold	655	–	–	﹤0.01%	792
2023 Q4	$108K	Buy	+655	New	+$102K	﹤0.01%	784
2022 Q2	–	Sell	-655	Closed	-$107K	–	649
2022 Q1	$107K	Buy	+655	New	+$107K	﹤0.01%	622

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

EP Wealth Advisors's CRBN Position: Q2 2026 in Review

EP Wealth Advisors reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.3% in Q2 2026, selling an estimated $3.7K and leaving 1,175 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

EP Wealth Advisors first reported a position in CRBN in Q1 2022 and has held it in 11 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

EP Wealth Advisors held 1,175 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $297K as of Q2 2026.
EP Wealth Advisors sold 15 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $3.7K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1303 holding.
EP Wealth Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2022 and has held it in 11 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.