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EP Wealth Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

EP Wealth 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
2026
Q2 		– Sell
-5,657
Closed -$269K – 1733
2026
Q1 		$269K Sell
5,657
-1,575
-22% -$75.4K ﹤0.01% 1232
2025
Q4 		$347K Buy
+7,232
New +$348K ﹤0.01% 1055

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

EP Wealth Advisors's BGRN Position: Q2 2026 in Review

EP Wealth Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2026, closing a stake of 5,657 shares — an estimated $269K sold.

EP Wealth Advisors first reported a position in BGRN in Q4 2025 and held it in 2 quarters. The position peaked at $347K in Q4 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • EP Wealth Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 5,657 iShares USD Green Bond ETF shares in Q2 2026, an estimated $269K.
  • EP Wealth Advisors first reported a position in iShares USD Green Bond ETF in Q4 2025 and held it in 2 quarters.
  • EP Wealth Advisors's iShares USD Green Bond ETF position peaked at $347K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.