CA
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CoreCap Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

CoreCap Advisors’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
2022
Q4 		$6.11K Buy
+133
New +$6.08K ﹤0.01% 1693

Other funds holding BGRN

PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

CoreCap Advisors's BGRN Position: Q4 2022 in Review

CoreCap Advisors opened a new position in iShares USD Green Bond ETF (BGRN) in Q4 2022: 133 shares worth $6.11K. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings.

89 funds tracked by Wall St. Rank hold BGRN as of Q4 2022.

  • CoreCap Advisors held 133 shares of iShares USD Green Bond ETF worth $6.11K as of Q4 2022.
  • iShares USD Green Bond ETF was a new CoreCap Advisors position in Q4 2022.
  • iShares USD Green Bond ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q4 2022, its #1693 holding.
  • 89 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q4 2022.

Based on CoreCap Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.