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Northwest & Ethical Investments’s iShares USD Green Bond ETF BGRN Stock Holding History

Northwest & Ethical 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
Q1 		– Hold
0
– – – 310
2025
Q4 		– Hold
0
– – – 312
2025
Q3 		– Hold
0
– – – 342
2025
Q2 		– Sell
-18,456
Closed -$868K – 342
2025
Q1 		$874K Buy
18,456
+2,516
+16% +$118K 0.02% 345
2024
Q4 		$743K Buy
15,940
+500
+3% +$23.6K 0.02% 327
2024
Q3 		$746K Buy
15,440
+5,430
+54% +$258K 0.02% 330
2024
Q2 		$466K Buy
10,010
+2,770
+38% +$128K 0.01% 339
2024
Q1 		$339K Buy
7,240
+3,870
+115% +$181K 0.01% 364
2023
Q4 		$159K Buy
3,370
+2,740
+435% +$125K ﹤0.01% 361
2023
Q3 		$28.4K Buy
+630
New +$28.9K ﹤0.01% 384

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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 $137M AUM 20.69% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Northwest & Ethical Investments's BGRN Position: Q1 2026 in Review

Northwest & Ethical Investments held its iShares USD Green Bond ETF (BGRN) position steady in Q1 2026 at 0 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #310.

Northwest & Ethical Investments first reported a position in BGRN in Q3 2023 and has held it in 7 quarters since. The position peaked at $874K in Q1 2025. 131 funds tracked by Wall St. Rank hold BGRN as of Q1 2026.

  • Northwest & Ethical Investments held 0 shares of iShares USD Green Bond ETF worth $1.03M as of Q1 2026.
  • Northwest & Ethical Investments left its iShares USD Green Bond ETF share count unchanged in Q1 2026.
  • iShares USD Green Bond ETF made up 0.02% of Northwest & Ethical Investments's portfolio in Q1 2026, its #310 holding.
  • Northwest & Ethical Investments first reported a position in iShares USD Green Bond ETF in Q3 2023 and has held it in 7 quarters since.
  • Northwest & Ethical Investments's iShares USD Green Bond ETF position peaked at $874K in Q1 2025.
  • 131 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q1 2026.

Based on Northwest & Ethical Investments's 13F filing for Q1 2026, filed 14 May 2026.