Empower Advisory Group
BGRN icon

Empower Advisory Group’s iShares USD Green Bond ETF BGRN Stock Holding History

Empower Advisory Group’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
2026
Q2 		$55M Buy
1,158,380
+57,405
+5% +$2.72M 0.13% 128
2026
Q1 		$52.3M Sell
1,100,975
-169,377
-13% -$8.11M 0.14% 122
2025
Q4 		$60.9M Buy
1,270,352
+193,627
+18% +$9.31M 0.16% 110
2025
Q3 		$51.8M Buy
1,076,725
+14,451
+1% +$690K 0.14% 123
2025
Q2 		$50.6M Buy
1,062,274
+11,848
+1% +$557K 0.15% 123
2025
Q1 		$49.7M Buy
1,050,426
+48,532
+5% +$2.28M 0.16% 118
2024
Q4 		$46.7M Buy
1,001,894
+47,154
+5% +$2.23M 0.16% 118
2024
Q3 		$46.2M Buy
954,740
+7,528
+0.8% +$358K 0.16% 114
2024
Q2 		$44.1M Buy
947,212
+7,402
+0.8% +$343K 0.16% 115
2024
Q1 		$44.1M Sell
939,810
-2,765
-0.3% -$129K 0.17% 115
2023
Q4 		$44.5M Sell
942,575
-18,567
-2% -$845K 0.18% 113
2023
Q3 		$43.4M Buy
961,142
+15,920
+2% +$730K 0.19% 108
2023
Q2 		$44M Buy
945,222
+14,265
+2% +$668K 0.19% 118
2023
Q1 		$43.9M Buy
+930,957
New +$43.5M 0.2% 116

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Empower Advisory Group's BGRN Position: Q2 2026 in Review

Empower Advisory Group increased its iShares USD Green Bond ETF (BGRN) stake by 5.2% in Q2 2026, buying an estimated $2.72M and bringing the position to 1,158,380 shares worth $55M. The position accounts for 0.13% of the portfolio, ranked #128.

Empower Advisory Group first reported a position in BGRN in Q1 2023 and has held it in 14 quarters since. The position peaked at $60.9M in Q4 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Empower Advisory Group held 1,158,380 shares of iShares USD Green Bond ETF worth $55M as of Q2 2026.
  • Empower Advisory Group bought 57,405 iShares USD Green Bond ETF shares in Q2 2026, an estimated $2.72M.
  • iShares USD Green Bond ETF made up 0.13% of Empower Advisory Group's portfolio in Q2 2026, its #128 holding.
  • Empower Advisory Group first reported a position in iShares USD Green Bond ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's iShares USD Green Bond ETF position peaked at $60.9M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.