Envestnet Portfolio Solutions
BGRN icon

Envestnet Portfolio Solutions’s iShares USD Green Bond ETF BGRN Stock Holding History

Envestnet Portfolio Solutions’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 		$1.17M Buy
24,576
+1,702
+7% +$80.8K 0.01% 644
2026
Q1 		$1.09M Buy
22,874
+1,082
+5% +$51.8K 0.01% 608
2025
Q4 		$1.04M Buy
21,792
+249
+1% +$12K ﹤0.01% 740
2025
Q3 		$1.04M Buy
21,543
+1,242
+6% +$59.3K ﹤0.01% 724
2025
Q2 		$968K Sell
20,301
-17,450
-46% -$820K ﹤0.01% 800
2025
Q1 		$1.79M Buy
37,751
+818
+2% +$38.4K 0.01% 618
2024
Q4 		$1.72M Sell
36,933
-316
-0.8% -$14.9K 0.01% 713
2024
Q3 		$1.8M Buy
37,249
+1,714
+5% +$81.6K 0.01% 694
2024
Q2 		$1.65M Buy
35,535
+831
+2% +$38.5K 0.01% 693
2024
Q1 		$1.63M Sell
34,704
-556
-2% -$26K 0.01% 696
2023
Q4 		$1.67M Sell
35,260
-1,700
-5% -$77.4K 0.01% 638
2023
Q3 		$1.67M Buy
+36,960
New +$1.7M 0.01% 600

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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Envestnet Portfolio Solutions's BGRN Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares USD Green Bond ETF (BGRN) stake by 7.4% in Q2 2026, buying an estimated $80.8K and bringing the position to 24,576 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #644.

Envestnet Portfolio Solutions first reported a position in BGRN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.8M in Q3 2024. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Envestnet Portfolio Solutions held 24,576 shares of iShares USD Green Bond ETF worth $1.17M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,702 iShares USD Green Bond ETF shares in Q2 2026, an estimated $80.8K.
  • iShares USD Green Bond ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #644 holding.
  • Envestnet Portfolio Solutions first reported a position in iShares USD Green Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's iShares USD Green Bond ETF position peaked at $1.8M in Q3 2024.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.