Morton Brown Family Wealth’s iShares USD Green Bond ETF BGRN Stock Holding History

Morton Brown Family Wealth’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	$232K	Buy	4,877 +1,172	+32%	+$56.1K	0.06%	59
2025 Q4	$178K	Buy	3,705 +168	+5%	+$8.08K	0.05%	66
2025 Q3	$170K	Buy	3,537 +10	+0.3%	+$477	0.05%	66
2025 Q2	$168K	Buy	3,527 +75	+2%	+$3.52K	0.05%	63
2025 Q1	$163K	Buy	3,452 +154	+5%	+$7.23K	0.06%	62
2024 Q4	$154K	Buy	3,298 +1,235	+60%	+$58.4K	0.05%	66
2024 Q3	$99.7K	Hold	2,063	–	–	0.04%	76
2024 Q2	$97K	Sell	2,063 -56	-3%	-$2.6K	0.04%	74
2024 Q1	$99.4K	Buy	2,119 +493	+30%	+$23.1K	0.04%	69
2023 Q4	$76.8K	Buy	1,626 +7	+0.4%	+$319	0.03%	81
2023 Q3	$73.1K	Buy	1,619 +123	+8%	+$5.64K	0.04%	68
2023 Q2	$69.6K	Buy	1,496 +10	+0.7%	+$468	0.04%	67
2023 Q1	$70K	Buy	1,486 +16	+1%	+$748	0.04%	69
2022 Q4	$67.6K	Buy	1,470 +4	+0.3%	+$183	0.05%	71
2022 Q3	$67K	Buy	1,466 +5	+0.3%	+$238	0.05%	62
2022 Q2	$70K	Buy	1,461 +29	+2%	+$1.41K	0.05%	59
2022 Q1	$72K	Hold	1,432	–	–	0.05%	60
2021 Q4	$78K	Buy	+1,432	New	+$78.6K	0.06%	61

Other funds holding BGRN

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Francis Financial $539M AUM 14.16% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Impact Investors San Francisco, California $144M AUM 17.92% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Morton Brown Family Wealth's BGRN Position: Q1 2026 in Review

Morton Brown Family Wealth increased its iShares USD Green Bond ETF (BGRN) stake by 32% in Q1 2026, buying an estimated $56.1K and bringing the position to 4,877 shares worth $232K. The position accounts for 0.06% of the portfolio, ranked #59.

Morton Brown Family Wealth first reported a position in BGRN in Q4 2021 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

Morton Brown Family Wealth held 4,877 shares of iShares USD Green Bond ETF worth $232K as of Q1 2026.
Morton Brown Family Wealth bought 1,172 iShares USD Green Bond ETF shares in Q1 2026, an estimated $56.1K.
iShares USD Green Bond ETF made up 0.06% of Morton Brown Family Wealth's portfolio in Q1 2026, its #59 holding.
Morton Brown Family Wealth first reported a position in iShares USD Green Bond ETF in Q4 2021 and has held it in 18 quarters since.
131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.