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GPS Wealth Strategies Group’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

GPS Wealth Strategies Group’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 		– Sell
-411
Closed -$93.3K – 759
2025
Q3 		$93.3K Sell
411
-14
-3% -$3.05K 0.01% 511
2025
Q2 		$90K Sell
425
-34
-7% -$6.7K 0.01% 487
2025
Q1 		$87.7K Buy
459
+88
+24% +$17.3K 0.01% 489
2024
Q4 		$71.9K Sell
371
-8
-2% -$1.58K 0.01% 509
2024
Q3 		$74.3K Buy
379
+44
+13% +$8.25K 0.01% 506
2024
Q2 		$61.4K Buy
+335
New +$59.9K 0.01% 498
2023
Q4 		– Sell
-16
Closed -$2.4K – 1259
2023
Q3 		$2.4K Hold
16
– – ﹤0.01% 1093
2023
Q2 		$2.5K Hold
16
– – ﹤0.01% 1085
2023
Q1 		$2.37K Buy
+16
New +$2.32K ﹤0.01% 1100
2022
Q4 		– Sell
-16
Closed -$2K – 318
2022
Q3 		$2K Hold
16
– – ﹤0.01% 1026
2022
Q2 		$2K Hold
16
– – ﹤0.01% 1009
2022
Q1 		$3K Hold
16
– – ﹤0.01% 925
2021
Q4 		$3K Buy
+16
New +$2.75K ﹤0.01% 935

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 $4.05B AUM 19.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GPS Wealth Strategies Group's CRBN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 411 shares — an estimated $93.3K sold.

GPS Wealth Strategies Group first reported a position in CRBN in Q4 2021 and held it in 13 quarters. The position peaked at $93.3K in Q3 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 411 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $93.3K.
  • GPS Wealth Strategies Group first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 13 quarters.
  • GPS Wealth Strategies Group's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $93.3K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.