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Golden State Equity Partners’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Golden State Equity 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
2026
Q2 		– Sell
-83
Closed -$18.5K – 617
2026
Q1 		$18.5K Buy
+83
New +$19.3K ﹤0.01% 1114
2021
Q4 		– Sell
-1,726
Closed -$284K – 195
2021
Q3 		$284K Sell
1,726
-85
-5% -$14.3K 0.12% 180
2021
Q2 		$301K Buy
+1,811
New +$296K 0.12% 180

Other funds holding CRBN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IL
Investure LLC Charlottesville, Virginia $1.6B AUM 22.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
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

Golden State Equity Partners's CRBN Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q2 2026, closing a stake of 83 shares — an estimated $18.5K sold.

Golden State Equity Partners first reported a position in CRBN in Q2 2021 and held it in 3 quarters. The position peaked at $301K in Q2 2021. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Golden State Equity Partners reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 83 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $18.5K.
  • Golden State Equity Partners first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q2 2021 and held it in 3 quarters.
  • Golden State Equity Partners's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $301K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.