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Golden State Wealth Management’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Golden State Wealth Management’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 		$463K Sell
1,829
-31
-2% -$7.64K 0.04% 294
2026
Q1 		$414K Sell
1,860
-32
-2% -$7.45K 0.05% 287
2025
Q4 		$436K Buy
1,892
+191
+11% +$43.8K 0.05% 275
2025
Q3 		$386K Buy
1,701
+7
+0.4% +$1.53K 0.04% 286
2025
Q2 		$359K Sell
1,694
-40
-2% -$7.88K 0.04% 285
2025
Q1 		$332K Sell
1,734
-207
-11% -$40.8K 0.05% 276
2024
Q4 		$376K Buy
+1,941
New +$383K 0.06% 237
2022
Q1 		$280K Sell
1,716
-20
-1% -$3.27K 0.05% 243
2021
Q4 		$302K Buy
+1,736
New +$298K 0.05% 283
2021
Q1 		– Sell
-1,478
Closed -$219K – 207
2020
Q4 		$219K Buy
+1,478
New +$207K 0.06% 220
2019
Q4 		– Sell
-1,209
Closed -$145K – 219
2019
Q3 		$145K Hold
1,209
– – 0.05% 249
2019
Q2 		$144K Buy
1,209
+31
+3% +$3.67K 0.05% 273
2019
Q1 		$137K Buy
+1,178
New +$133K 0.05% 278

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 Wealth Management's CRBN Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) stake by 1.7% in Q2 2026, selling an estimated $7.64K and leaving 1,829 shares worth $463K. The position accounts for 0.04% of the portfolio, ranked #294.

Golden State Wealth Management first reported a position in CRBN in Q1 2019 and has held it in 13 quarters since. 137 funds tracked by Wall St. Rank hold CRBN as of Q2 2026.

  • Golden State Wealth Management held 1,829 shares of iShares Low Carbon Optimized MSCI ACWI ETF worth $463K as of Q2 2026.
  • Golden State Wealth Management sold 31 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q2 2026, an estimated $7.64K.
  • iShares Low Carbon Optimized MSCI ACWI ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Golden State Wealth Management first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q1 2019 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 Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.