HHGA
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Halbert Hargrove Global Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Halbert Hargrove Global 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 		$282K Sell
1,265
-173
-12% -$40.3K 0.01% 81
2025
Q4 		$331K Sell
1,438
-11
-0.8% -$2.52K 0.02% 77
2025
Q3 		$329K Sell
1,449
-93
-6% -$20.3K 0.02% 80
2025
Q2 		$327K Sell
1,542
-12
-0.8% -$2.37K 0.02% 69
2025
Q1 		$297K Hold
1,554
– – 0.02% 70
2024
Q4 		$301K Sell
1,554
-16
-1% -$3.16K 0.02% 76
2024
Q3 		$308K Hold
1,570
– – 0.02% 73
2024
Q2 		$288K Buy
1,570
+252
+19% +$45.1K 0.02% 76
2024
Q1 		$237K Buy
+1,318
New +$226K 0.02% 90

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