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 Q1	$5.41K	Buy	+114	New	+$5.46K	﹤0.01%	608

Other funds holding BGRN

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

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

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Evolution Wealth Management's BGRN Position: Q1 2026 in Review

Evolution Wealth Management opened a new position in iShares USD Green Bond ETF (BGRN) in Q1 2026: 114 shares worth $5.41K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Evolution Wealth Management held 114 shares of iShares USD Green Bond ETF worth $5.41K as of Q1 2026.
iShares USD Green Bond ETF was a new Evolution Wealth Management position in Q1 2026.
iShares USD Green Bond ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #608 holding.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.