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Moneywise Inc’s VanEck Green Bond ETF GRNB Stock Holding History

Moneywise Inc’s Portfolio GRNB Stock Details GRNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,817
Closed -$305K – 60
2023
Q4 		$305K Buy
12,817
+766
+6% +$17.6K 0.18% 43
2023
Q3 		$273K Buy
12,051
+264
+2% +$6.08K 0.17% 41
2023
Q2 		$275K Buy
11,787
+602
+5% +$14.1K 0.17% 42
2023
Q1 		$263K Buy
11,185
+2,103
+23% +$49K 0.17% 44
2022
Q4 		$209K Sell
9,082
-936
-9% -$21.3K 0.16% 45
2022
Q3 		$225K Sell
10,018
-262
-3% -$6.16K 0.18% 45
2022
Q2 		$242K Buy
+10,280
New +$247K 0.19% 44

Other funds holding GRNB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CYG
Clean Yield Group Norwich, Vermont $355M AUM 19.69% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
NCM
Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Moneywise Inc's GRNB Position: Q1 2024 in Review

Moneywise Inc sold out of VanEck Green Bond ETF (GRNB) in Q1 2024, closing a stake of 12,817 shares — an estimated $305K sold.

Moneywise Inc first reported a position in GRNB in Q2 2022 and held it in 7 quarters. The position peaked at $305K in Q4 2023. 47 funds tracked by Wall St. Rank hold GRNB as of Q1 2024.

  • Moneywise Inc reported no remaining VanEck Green Bond ETF position as of Q1 2024 after selling out during the quarter.
  • Moneywise Inc sold 12,817 VanEck Green Bond ETF shares in Q1 2024, an estimated $305K.
  • Moneywise Inc first reported a position in VanEck Green Bond ETF in Q2 2022 and held it in 7 quarters.
  • Moneywise Inc's VanEck Green Bond ETF position peaked at $305K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held VanEck Green Bond ETF as of Q1 2024.

Based on Moneywise Inc's 13F filing for Q1 2024, filed 22 Apr 2024.