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
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 $52.8B AUM 15.34% 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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return