Simplex Trading
CRBN icon

Simplex Trading’s iShares Low Carbon Optimized MSCI ACWI ETF CRBN Stock Holding History

Simplex Trading’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
-6
Closed -$1K – 8771
2025
Q3 		$1K Hold
6
– – ﹤0.01% 8784
2025
Q2 		$1K Buy
+6
New +$1.18K ﹤0.01% 8283
2023
Q1 		– Sell
-80
Closed -$11K – 9158
2022
Q4 		$11K Buy
+80
New +$11K ﹤0.01% 7435
2022
Q1 		– Sell
-196
Closed -$34K – 10514
2021
Q4 		$34K Buy
+196
New +$33.6K ﹤0.01% 7728

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
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

Simplex Trading's CRBN Position: Q4 2025 in Review

Simplex Trading sold out of iShares Low Carbon Optimized MSCI ACWI ETF (CRBN) in Q4 2025, closing a stake of 6 shares — an estimated $1K sold.

Simplex Trading first reported a position in CRBN in Q4 2021 and held it in 4 quarters. The position peaked at $34K in Q4 2021. 128 funds tracked by Wall St. Rank hold CRBN as of Q4 2025.

  • Simplex Trading reported no remaining iShares Low Carbon Optimized MSCI ACWI ETF position as of Q4 2025 after selling out during the quarter.
  • Simplex Trading sold 6 iShares Low Carbon Optimized MSCI ACWI ETF shares in Q4 2025, an estimated $1K.
  • Simplex Trading first reported a position in iShares Low Carbon Optimized MSCI ACWI ETF in Q4 2021 and held it in 4 quarters.
  • Simplex Trading's iShares Low Carbon Optimized MSCI ACWI ETF position peaked at $34K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held iShares Low Carbon Optimized MSCI ACWI ETF as of Q4 2025.

Based on Simplex Trading's 13F filing for Q4 2025, filed 11 Feb 2026.