Relyea Zuckerberg Hanson’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Relyea Zuckerberg Hanson’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	$437K	Hold	1,961	–	–	0.04%	175
2025 Q4	$452K	Buy	1,961 +23	+1%	+$5.28K	0.05%	171
2025 Q3	$440K	Hold	1,938	–	–	0.05%	177
2025 Q2	$411K	Buy	1,938 +7	+0.4%	+$1.38K	0.05%	178
2025 Q1	$369K	Hold	1,931	–	–	0.05%	184
2024 Q4	$374K	Buy	1,931 +823	+74%	+$163K	0.05%	180
2024 Q3	$217K	Hold	1,108	–	–	0.03%	236
2024 Q2	$203K	Buy	+1,108	New	+$198K	0.03%	224
2021 Q3	–	Sell	-1,318	Closed	-$219K	–	145
2021 Q2	$219K	Sell	1,318 -177	-12%	-$28.9K	0.09%	124
2021 Q1	$244K	Sell	1,495 -1,165	-44%	-$179K	0.11%	114
2020 Q4	$396K	Sell	2,660 -270	-9%	-$37.9K	0.21%	75
2020 Q3	$396K	Sell	2,930 -185	-6%	-$24K	0.25%	73
2020 Q2	$376K	Sell	3,115 -250	-7%	-$28.6K	0.3%	69
2020 Q1	$344K	Hold	3,365	–	–	0.38%	66
2019 Q4	$435K	Buy	+3,365	New	+$420K	0.42%	54

Other funds holding CRBN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

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 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

BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return