Morgan Stanley
BGRN icon

Morgan Stanley’s iShares USD Green Bond ETF BGRN Stock Holding History

Morgan Stanley’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 		$12.1K Sell
255
-1
-0.4% -$47 ﹤0.01% 6986
2026
Q1 		$12.2K Hold
256
– – ﹤0.01% 6893
2025
Q4 		$12.3K Sell
256
-3,470
-93% -$167K ﹤0.01% 6840
2025
Q3 		$179K Sell
3,726
-2,812
-43% -$134K ﹤0.01% 5929
2025
Q2 		$312K Sell
6,538
-4,762
-42% -$224K ﹤0.01% 5669
2025
Q1 		$535K Buy
11,300
+445
+4% +$20.9K ﹤0.01% 5295
2024
Q4 		$506K Buy
10,855
+2
+0% +$95 ﹤0.01% 5414
2024
Q3 		$525K Hold
10,853
– – ﹤0.01% 5382
2024
Q2 		$505K Buy
10,853
+1
+0% +$46 ﹤0.01% 5289
2024
Q1 		$509K Buy
10,852
+10,699
+6,993% +$500K ﹤0.01% 5299
2023
Q4 		$7.24K Buy
153
+1
+0.7% +$46 ﹤0.01% 6753
2023
Q3 		$6.86K Sell
152
-1
-0.7% -$46 ﹤0.01% 6837
2023
Q2 		$7.12K Sell
153
-193
-56% -$9.03K ﹤0.01% 6909
2023
Q1 		$16.3K Buy
346
+191
+123% +$8.93K ﹤0.01% 6698
2022
Q4 		$7.13K Buy
155
+2
+1% +$91 ﹤0.01% 7052
2022
Q3 		$7K Hold
153
– – ﹤0.01% 7167
2022
Q2 		$7K Sell
153
-1,648
-92% -$79.8K ﹤0.01% 7305
2022
Q1 		$91K Buy
1,801
+1,358
+307% +$70.8K ﹤0.01% 6364
2021
Q4 		$24K Buy
+443
New +$24.3K ﹤0.01% 7139

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SWM
Shepherd Wealth Management Cincinnati, Ohio $181M AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
II
Impact Investors San Francisco, California $137M AUM 20.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley's BGRN Position: Q2 2026 in Review

Morgan Stanley reduced its iShares USD Green Bond ETF (BGRN) stake by 0.39% in Q2 2026, selling an estimated $47 and leaving 255 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6986.

Morgan Stanley first reported a position in BGRN in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q1 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Morgan Stanley held 255 shares of iShares USD Green Bond ETF worth $12.1K as of Q2 2026.
  • Morgan Stanley sold 1 iShares USD Green Bond ETF share in Q2 2026, an estimated $47.
  • iShares USD Green Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6986 holding.
  • Morgan Stanley first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's iShares USD Green Bond ETF position peaked at $535K in Q1 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.