PCA
BGRN icon

Personal Capital Advisors’s iShares USD Green Bond ETF BGRN Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$41.7M Buy
906,103
+31,397
+4% +$1.44M 0.2% 109
2022
Q3 		$39.9M Buy
874,706
+95,938
+12% +$4.56M 0.22% 108
2022
Q2 		$37.2M Buy
+778,768
New +$37.7M 0.19% 111

Other funds holding BGRN

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
Stewardship Advisors Mount Joy, Pennsylvania $435M AUM 13.65% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return