Ellevest Inc’s iShares USD Green Bond ETF BGRN Stock Holding History

Ellevest Inc’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	–	Sell	-2	Closed	-$92	–	1898
2022 Q4	$92	Buy	+2	New	+$91	﹤0.01%	1761

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Francis Financial $539M AUM 14.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ellevest Inc's BGRN Position: Q1 2023 in Review

Ellevest Inc sold out of iShares USD Green Bond ETF (BGRN) in Q1 2023, closing a stake of 2 shares — an estimated $92 sold.

Ellevest Inc first reported a position in BGRN in Q4 2022 and held it in 1 quarter. The position peaked at $92 in Q4 2022. 87 funds tracked by Wall St. Rank hold BGRN as of Q1 2023.

Ellevest Inc reported no remaining iShares USD Green Bond ETF position as of Q1 2023 after selling out during the quarter.
Ellevest Inc sold 2 iShares USD Green Bond ETF shares in Q1 2023, an estimated $92.
Ellevest Inc first reported a position in iShares USD Green Bond ETF in Q4 2022 and held it in 1 quarter.
Ellevest Inc's iShares USD Green Bond ETF position peaked at $92 in Q4 2022.
87 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.