EWA
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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
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
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