First Affirmative Financial Network’s iShares USD Green Bond ETF BGRN Stock Holding History

First Affirmative Financial Network’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 Q3	$265K	Buy	+5,817	New	+$272K	0.06%	320
2026 Q1	$276K	Buy	+5,817	New	+$279K	0.11%	231
2025 Q3	$291K	Sell	6,036 -13,839	-70%	-$661K	0.14%	195
2025 Q2	$947K	Buy	+19,875	New	+$934K	0.49%	37

Other funds holding BGRN

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Shotwell Rutter Baer Lansing, Michigan $180M AUM 9.83% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Zenith Solutions Philadelphia, Pennsylvania $112M AUM

First Affirmative Financial Network's BGRN Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in iShares USD Green Bond ETF (BGRN) in Q3 2026: 5,817 shares worth $265K. The stake represents 0.06% of the portfolio and ranks #320 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in BGRN as recently as Q1 2026.

First Affirmative Financial Network first reported a position in BGRN in Q2 2025 and has held it in 4 quarters since. The position peaked at $947K in Q2 2025. 22 funds tracked by Wall St. Rank hold BGRN as of Q3 2026.

First Affirmative Financial Network held 5,817 shares of iShares USD Green Bond ETF worth $265K as of Q3 2026.
iShares USD Green Bond ETF was a new First Affirmative Financial Network position in Q3 2026.
iShares USD Green Bond ETF made up 0.06% of First Affirmative Financial Network's portfolio in Q3 2026, its #320 holding.
First Affirmative Financial Network first reported a position in iShares USD Green Bond ETF in Q2 2025 and has held it in 4 quarters since.
First Affirmative Financial Network's iShares USD Green Bond ETF position peaked at $947K in Q2 2025.
22 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.