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Cardinal Point Wealth Management Partners’s iShares USD Green Bond ETF BGRN Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio BGRN Stock Details BGRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$629K Sell
13,359
-76
-0.6% -$3.55K 0.19% 45
2022
Q4 		$618K Buy
13,435
+6,250
+87% +$286K 0.21% 39
2022
Q3 		$325K Sell
7,185
-140
-2% -$6.66K 0.16% 40
2022
Q2 		$350K Buy
+7,325
New +$355K 0.17% 38

Other funds holding BGRN

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cardinal Point Wealth Management Partners's BGRN Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its iShares USD Green Bond ETF (BGRN) stake by 0.57% in Q1 2023, selling an estimated $3.55K and leaving 13,359 shares worth $629K. The position accounts for 0.19% of the portfolio, ranked #45.

Cardinal Point Wealth Management Partners first reported a position in BGRN in Q2 2022 and has held it in 4 quarters since. 87 funds tracked by Wall St. Rank hold BGRN as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 13,359 shares of iShares USD Green Bond ETF worth $629K as of Q1 2023.
  • Cardinal Point Wealth Management Partners sold 76 iShares USD Green Bond ETF shares in Q1 2023, an estimated $3.55K.
  • iShares USD Green Bond ETF made up 0.19% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #45 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares USD Green Bond ETF in Q2 2022 and has held it in 4 quarters since.
  • 87 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.