GSWM
CRBN icon

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
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 $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
A
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
IL
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
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
BWP
BSW Wealth Partners Boulder, Colorado $819M AUM 21.61% 1-Year Est. Return