FFA
CRBN icon

Farther Finance Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Farther Finance 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 		$373K Sell
1,655
-343
-17% -$79.9K ﹤0.01% 1597
2025
Q4 		$461K Buy
1,998
+315
+19% +$72.3K ﹤0.01% 1360
2025
Q3 		$382K Hold
1,683
– – 0.01% 1230
2025
Q2 		$356K Sell
1,683
-104
-6% -$20.5K 0.01% 1090
2025
Q1 		$343K Buy
+1,787
New +$352K 0.01% 972
2023
Q2 		– Sell
-31
Closed -$4.59K – 2513
2023
Q1 		$4.59K Buy
+31
New +$4.5K ﹤0.01% 1372

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