McClarren Financial Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

McClarren Financial Advisors’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
2022 Q2	–	Sell	-3,258	Closed	-$164K	–	52
2022 Q1	$164K	Sell	3,258 -2	-0.1%	-$104	0.12%	68
2021 Q4	$177K	Buy	3,260 +27	+0.8%	+$1.48K	0.12%	68
2021 Q3	$177K	Buy	3,233 +692	+27%	+$38.4K	0.14%	58
2021 Q2	$139K	Buy	2,541 +271	+12%	+$14.8K	0.11%	65
2021 Q1	$124K	Buy	2,270 +1	+0%	+$55	0.11%	69
2020 Q4	$127K	Buy	+2,269	New	+$127K	0.12%	67

Other funds holding BGRN

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

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

NWM

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

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

Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

McClarren Financial Advisors's BGRN Position: Q2 2022 in Review

McClarren Financial Advisors sold out of iShares USD Green Bond ETF (BGRN) in Q2 2022, closing a stake of 3,258 shares — an estimated $164K sold.

McClarren Financial Advisors first reported a position in BGRN in Q4 2020 and held it in 6 quarters. The position peaked at $177K in Q4 2021. 76 funds tracked by Wall St. Rank hold BGRN as of Q2 2022.

McClarren Financial Advisors reported no remaining iShares USD Green Bond ETF position as of Q2 2022 after selling out during the quarter.
McClarren Financial Advisors sold 3,258 iShares USD Green Bond ETF shares in Q2 2022, an estimated $164K.
McClarren Financial Advisors first reported a position in iShares USD Green Bond ETF in Q4 2020 and held it in 6 quarters.
McClarren Financial Advisors's iShares USD Green Bond ETF position peaked at $177K in Q4 2021.
76 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2022.

Based on McClarren Financial Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.