Global Retirement Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Global Retirement Partners’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
2025 Q4	$461	Hold	2	–	–	﹤0.01%	4011
2025 Q3	$454	Hold	2	–	–	﹤0.01%	3652
2025 Q2	$424	Buy	+2	New	+$394	﹤0.01%	3591
2020 Q2	–	Sell	-438	Closed	-$45K	–	1625
2020 Q1	$45K	Hold	438	–	–	0.01%	592
2019 Q4	$57K	Hold	438	–	–	0.01%	612
2019 Q3	$53K	Buy	+438	New	+$52.3K	0.01%	619
2018 Q4	–	Sell	-308	Closed	-$37K	–	1470
2018 Q3	$37K	Buy	308 +198	+180%	+$23.4K	0.01%	629
2018 Q2	$13K	Hold	110	–	–	﹤0.01%	921
2018 Q1	$13K	Buy	+110	New	+$13.2K	﹤0.01%	874

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 $4.05B AUM 19.01% 1-Year Est. Return

Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWP

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Retirement Partners's CRBN Position: Q4 2025 in Review

Global Retirement Partners held its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) position steady in Q4 2025 at 2 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #4011.

Global Retirement Partners first reported a position in CRBN in Q1 2018 and has held it in 9 quarters since. The position peaked at $57K in Q4 2019. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

Global Retirement Partners held 2 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $461 as of Q4 2025.
Global Retirement Partners left its iShares Low Carbon Optimized MSCI ACWI ETF share count unchanged in Q4 2025.
iShares Low Carbon Optimized MSCI ACWI ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4011 holding.
Global Retirement Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2018 and has held it in 9 quarters since.
Global Retirement Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $57K in Q4 2019.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.