Mercer Global Advisors
BGRN icon

Mercer Global Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Mercer Global 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
2026
Q1 		$57.6M Buy
1,213,301
+204,989
+20% +$9.82M 0.09% 134
2025
Q4 		$48.3M Buy
1,008,312
+61,396
+6% +$2.95M 0.07% 166
2025
Q3 		$45.6M Buy
946,916
+199,292
+27% +$9.52M 0.08% 157
2025
Q2 		$35.6M Buy
747,624
+94,227
+14% +$4.43M 0.07% 153
2025
Q1 		$30.9M Buy
653,397
+48,957
+8% +$2.3M 0.07% 162
2024
Q4 		$28.2M Buy
604,440
+77,385
+15% +$3.66M 0.07% 152
2024
Q3 		$25.5M Buy
527,055
+105,367
+25% +$5.02M 0.06% 178
2024
Q2 		$19.6M Buy
421,688
+63,874
+18% +$2.96M 0.05% 195
2024
Q1 		$16.8M Buy
357,814
+82,744
+30% +$3.87M 0.05% 222
2023
Q4 		$13M Buy
275,070
+68,465
+33% +$3.12M 0.04% 256
2023
Q3 		$9.32M Buy
206,605
+66,026
+47% +$3.03M 0.04% 287
2023
Q2 		$6.54M Buy
140,579
+34,858
+33% +$1.63M 0.03% 378
2023
Q1 		$4.98M Buy
105,721
+58,215
+123% +$2.72M 0.02% 432
2022
Q4 		$2.18M Buy
47,506
+12,863
+37% +$588K 0.01% 670
2022
Q3 		$1.58M Buy
34,643
+20,374
+143% +$969K 0.01% 693
2022
Q2 		$681K Buy
14,269
+2,719
+24% +$132K ﹤0.01% 1000
2022
Q1 		$584K Buy
11,550
+2,780
+32% +$145K ﹤0.01% 1149
2021
Q4 		$476K Sell
8,770
-173
-2% -$9.49K ﹤0.01% 1241
2021
Q3 		$491K Buy
+8,943
New +$496K ﹤0.01% 1172

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FF
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Creative Planning
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
II
Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return
SI
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return