United Capital Financial Advisors’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

United Capital Financial 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	$418K	Hold	1,875	–	–	﹤0.01%	1156
2025 Q4	$432K	Buy	1,875 +10	+0.5%	+$2.29K	﹤0.01%	1025
2025 Q3	$423K	Buy	1,865 +380	+26%	+$82.9K	﹤0.01%	913
2025 Q2	$315K	Buy	1,485 +5	+0.3%	+$985	﹤0.01%	906
2025 Q1	$283K	Hold	1,480	–	–	﹤0.01%	909
2024 Q4	$286K	Buy	1,480 +8	+0.5%	+$1.58K	﹤0.01%	900
2024 Q3	$289K	Hold	1,472	–	–	﹤0.01%	888
2024 Q2	$270K	Buy	1,472 +128	+10%	+$22.9K	﹤0.01%	890
2024 Q1	$241K	Buy	1,344 +5	+0.4%	+$857	﹤0.01%	955
2023 Q4	$222K	Buy	+1,339	New	+$208K	﹤0.01%	972
2023 Q3	–	Sell	-1,324	Closed	-$207K	–	847
2023 Q2	$207K	Buy	+1,324	New	+$200K	﹤0.01%	848
2023 Q1	–	Sell	-1,464	Closed	-$202K	–	984
2022 Q4	$202K	Buy	+1,464	New	+$201K	﹤0.01%	988

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