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 Q2	$484K	Buy	1,913 +38	+2%	+$9.37K	﹤0.01%	1139
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 $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BWP

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

United Capital Financial Advisors's CRBN Position: Q2 2026 in Review

United Capital Financial Advisors increased its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 2% in Q2 2026, buying an estimated $9.37K and bringing the position to 1,913 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

United Capital Financial Advisors first reported a position in CRBN in Q4 2022 and has held it in 13 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

United Capital Financial Advisors held 1,913 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $484K as of Q2 2026.
United Capital Financial Advisors bought 38 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $9.37K.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1139 holding.
United Capital Financial Advisors first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2022 and has held it in 13 quarters since.
137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.