Retirement Income Solutions’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Retirement Income Solutions’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	-1,038	Closed	-$235K	–	172
2025 Q3	$235K	Hold	1,038	–	–	0.04%	147
2025 Q2	$220K	Sell	1,038 -161	-13%	-$31.7K	0.04%	145
2025 Q1	$294K	Hold	1,199	–	–	0.06%	110
2024 Q4	$232K	Buy	+1,199	New	+$237K	0.05%	129
2024 Q2	–	Sell	-1,365	Closed	-$245K	–	146
2024 Q1	$245K	Buy	1,365 +141	+12%	+$24.2K	0.06%	127
2023 Q4	$203K	Buy	+1,224	New	+$190K	0.05%	138

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

Retirement Income Solutions's CRBN Position: Q4 2025 in Review

Retirement Income Solutions sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 1,038 shares — an estimated $235K sold.

Retirement Income Solutions first reported a position in CRBN in Q4 2023 and held it in 6 quarters. The position peaked at $294K in Q1 2025. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

Retirement Income Solutions reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
Retirement Income Solutions sold 1,038 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $235K.
Retirement Income Solutions first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2023 and held it in 6 quarters.
Retirement Income Solutions's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $294K in Q1 2025.
128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Retirement Income Solutions's 13F filing for Q4 2025, filed 27 Jan 2026.