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Evolution Wealth Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Evolution Wealth Management’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 		$5.41K Hold
114
– – ﹤0.01% 689
2026
Q1 		$5.41K Buy
+114
New +$5.46K ﹤0.01% 608

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

Evolution Wealth Management's BGRN Position: Q2 2026 in Review

Evolution Wealth Management held its iShares USD Green Bond ETF (BGRN) position steady in Q2 2026 at 114 shares worth $5.41K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Evolution Wealth Management first reported a position in BGRN in Q1 2026 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Evolution Wealth Management held 114 shares of iShares USD Green Bond ETF worth $5.41K as of Q2 2026.
  • Evolution Wealth Management left its iShares USD Green Bond ETF share count unchanged in Q2 2026.
  • iShares USD Green Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Evolution Wealth Management first reported a position in iShares USD Green Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.