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Midwest Financial Partners Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

Midwest Financial Partners Investments’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 		$898K Sell
18,921
-82
-0.4% -$3.89K 0.37% 33
2026
Q1 		$902K Buy
19,003
+1,371
+8% +$65.6K 0.48% 33
2025
Q4 		$845K Buy
+17,632
New +$848K 0.47% 35

Other funds holding BGRN

II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
GWP
Gateway Wealth Partners Appleton, Wisconsin $1.67B AUM 21.55% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
IWA
Invera Wealth Advisors Bend, Oregon $186M AUM 34.94% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $360M AUM 17.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Midwest Financial Partners Investments's BGRN Position: Q2 2026 in Review

Midwest Financial Partners Investments reduced its iShares USD Green Bond ETF (BGRN) stake by 0.43% in Q2 2026, selling an estimated $3.89K and leaving 18,921 shares worth $898K. The position accounts for 0.37% of the portfolio, ranked #33.

Midwest Financial Partners Investments first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $902K in Q1 2026. 62 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Midwest Financial Partners Investments held 18,921 shares of iShares USD Green Bond ETF worth $898K as of Q2 2026.
  • Midwest Financial Partners Investments sold 82 iShares USD Green Bond ETF shares in Q2 2026, an estimated $3.89K.
  • iShares USD Green Bond ETF made up 0.37% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #33 holding.
  • Midwest Financial Partners Investments first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's iShares USD Green Bond ETF position peaked at $902K in Q1 2026.
  • 62 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.