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
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
+10,546
+3,446% +$493K ﹤0.01% 5299
2023
Q4 		$14.5K Buy
306
+154
+101% +$7.01K ﹤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

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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return