ZAM
BGRN icon

Zevin Asset Management’s iShares USD Green Bond ETF BGRN Stock Holding History

Zevin Asset Management’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 		$976K Sell
20,555
-56
-0.3% -$2.66K 0.14% 55
2026
Q1 		$978K Sell
20,611
-16,533
-45% -$792K 0.14% 56
2025
Q4 		$1.78M Buy
+37,144
New +$1.79M 0.24% 48

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

Zevin Asset Management's BGRN Position: Q2 2026 in Review

Zevin Asset Management reduced its iShares USD Green Bond ETF (BGRN) stake by 0.27% in Q2 2026, selling an estimated $2.66K and leaving 20,555 shares worth $976K. The position accounts for 0.14% of the portfolio, ranked #55.

Zevin Asset Management first reported a position in BGRN in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.78M in Q4 2025. 133 funds tracked by Wall St. Rank hold BGRN as of Q2 2026.

  • Zevin Asset Management held 20,555 shares of iShares USD Green Bond ETF worth $976K as of Q2 2026.
  • Zevin Asset Management sold 56 iShares USD Green Bond ETF shares in Q2 2026, an estimated $2.66K.
  • iShares USD Green Bond ETF made up 0.14% of Zevin Asset Management's portfolio in Q2 2026, its #55 holding.
  • Zevin Asset Management first reported a position in iShares USD Green Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Zevin Asset Management's iShares USD Green Bond ETF position peaked at $1.78M in Q4 2025.
  • 133 funds tracked by Wall St. Rank held iShares USD Green Bond ETF as of Q2 2026.

Based on Zevin Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.