Epstein & White Financial’s iShares USD Green Bond ETF BGRN Stock Holding History

Epstein & White Financial’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
2021 Q2	$385K	Hold	7,040	–	–	0.1%	51
2021 Q1	$385K	Hold	7,040	–	–	0.11%	45
2020 Q4	$396K	Buy	7,040 +1,277	+22%	+$71.4K	0.12%	40
2020 Q3	$320K	Buy	5,763 +13	+0.2%	+$719	0.11%	41
2020 Q2	$315K	Buy	5,750 +41	+0.7%	+$2.21K	0.12%	45
2020 Q1	$303K	Buy	+5,709	New	+$310K	0.13%	51

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

NWM

Nicola Wealth Management Vancouver, British Columbia, Canada $833M AUM 20.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors Mount Joy, Pennsylvania $481M AUM 18.41% 1-Year Est. Return

Epstein & White Financial's BGRN Position: Q2 2021 in Review

Epstein & White Financial held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2021 at 7,040 shares worth $385K. The position accounts for 0.1% of the portfolio, ranked #51.

Epstein & White Financial first reported a position in BGRN in Q1 2020 and has held it in 6 quarters since. The position peaked at $396K in Q4 2020. 60 funds tracked by Wall St. Rank hold BGRN as of Q2 2021.

Epstein & White Financial held 7,040 shares of iShares USD Green Bond ETF worth $385K as of Q2 2021.
Epstein & White Financial left its iShares USD Green Bond ETF share count unchanged in Q2 2021.
iShares USD Green Bond ETF made up 0.1% of Epstein & White Financial's portfolio in Q2 2021, its #51 holding.
Epstein & White Financial first reported a position in iShares USD Green Bond ETF in Q1 2020 and has held it in 6 quarters since.
Epstein & White Financial's iShares USD Green Bond ETF position peaked at $396K in Q4 2020.
60 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2021.

Based on Epstein & White Financial's 13F filing for Q2 2021, filed 10 Aug 2021.