Epstein & White Financial’s VanEck Green Bond ETF GRNB Stock Holding History

Epstein & White Financial’s Portfolio GRNB Stock Details GRNB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$350K	Buy	12,754 +61	+0.5%	+$1.66K	0.09%	55
2021 Q1	$344K	Buy	12,693 +55	+0.4%	+$1.51K	0.1%	52
2020 Q4	$353K	Buy	12,638 +63	+0.5%	+$1.75K	0.11%	48
2020 Q3	$349K	Buy	12,575 +72	+0.6%	+$2K	0.12%	39
2020 Q2	$344K	Buy	12,503 +81	+0.7%	+$2.19K	0.13%	40
2020 Q1	$328K	Buy	+12,422	New	+$333K	0.14%	49

Other funds holding GRNB

CYG

Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

ACM

Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

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

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

Epstein & White Financial increased its VanEck Green Bond ETF (GRNB) stake by 0.48% in Q2 2021, buying an estimated $1.66K and bringing the position to 12,754 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #55.

Epstein & White Financial first reported a position in GRNB in Q1 2020 and has held it in 6 quarters since. The position peaked at $353K in Q4 2020. 37 funds tracked by Wall St. Rank hold GRNB as of Q2 2021.

Epstein & White Financial held 12,754 shares of VanEck Green Bond ETF worth $350K as of Q2 2021.
Epstein & White Financial bought 61 VanEck Green Bond ETF shares in Q2 2021, an estimated $1.66K.
VanEck Green Bond ETF made up 0.09% of Epstein & White Financial's portfolio in Q2 2021, its #55 holding.
Epstein & White Financial first reported a position in VanEck Green Bond ETF in Q1 2020 and has held it in 6 quarters since.
Epstein & White Financial's VanEck Green Bond ETF position peaked at $353K in Q4 2020.
37 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q2 2021.

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