PSA
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Plum Street Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Plum Street 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 		$855K Sell
3,838
-886
-19% -$206K 0.3% 54
2025
Q4 		$1.09M Sell
4,724
-173
-4% -$39.7K 0.39% 50
2025
Q3 		$1.11M Sell
4,897
-87
-2% -$19K 0.43% 46
2025
Q2 		$1.06M Sell
4,984
-145
-3% -$28.6K 0.47% 43
2025
Q1 		$981K Sell
5,129
-111
-2% -$21.9K 0.47% 43
2024
Q4 		$1.01M Sell
5,240
-1
-0% -$198 0.5% 44
2024
Q3 		$1.03M Sell
5,241
-57
-1% -$10.7K 0.52% 43
2024
Q2 		$971K Buy
5,298
+57
+1% +$10.2K 0.57% 39
2024
Q1 		$1.03M Sell
5,241
-714
-12% -$122K 0.52% 43
2023
Q4 		$985K Buy
+5,955
New +$927K 0.66% 34

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