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Ishares Tr fund shares owned by Zevin Asset Management

Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Zevin Asset Management from 13F filings

Historical chart of Zevin Asset Management investment in Ishares Tr fund

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All positions including Ishares Tr fund held by Zevin Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr fund by Zevin Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 37k 47.94

More positions owned by Zevin Asset Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Visa (V)
MercadoLibre (MELI)
NVIDIA Corporation (NVDA)
TJX Companies (TJX)
Amazon (AMZN)
iShares Barclays Short Treasury Bond ETF Cemf (SHV)
Automatic Data Processing (ADP)
Costco Wholesale Corporation (COST)
Alphabet Inc Class A cs (GOOGL)
Abbvie (ABBV)
Analog Devices (ADI)
Ecolab (ECL)

View all positions for Zevin Asset Management

Top funds holding Ishares Tr fund

Betterment
Empower Advisory Group
Mercer Global Advisors
Francis Financial
Royal Bank of Canada
Creative Planning
LPL Financial
Impact Investors
Seeds Investor
Envestnet Asset Management
Bank of New York Mellon
Assetmark
UBS Group
Laurel Wealth Planning
Cetera Investment Advisers

View all funds holding Ishares Tr fund