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Ahrens Investment Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Ahrens Investment Partners’s Portfolio ICLN Stock Details ICLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$15.8K Buy
+800
New +$15.8K 0.01% 517
2022
Q3 		– Sell
-800
Closed -$15K – 508
2022
Q2 		$15K Hold
800
– – 0.01% 562
2022
Q1 		$17K Hold
800
– – 0.01% 610
2021
Q4 		$17K Buy
+800
New +$18.4K 0.01% 609

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Ahrens Investment Partners's ICLN Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in iShares Global Clean Energy ETF (ICLN) in Q1 2023: 800 shares worth $15.8K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in ICLN as recently as Q2 2022.

Ahrens Investment Partners first reported a position in ICLN in Q4 2021 and has held it in 4 quarters since. The position peaked at $17K in Q1 2022. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Ahrens Investment Partners held 800 shares of iShares Global Clean Energy ETF worth $15.8K as of Q1 2023.
  • iShares Global Clean Energy ETF was a new Ahrens Investment Partners position in Q1 2023.
  • iShares Global Clean Energy ETF made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #517 holding.
  • Ahrens Investment Partners first reported a position in iShares Global Clean Energy ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's iShares Global Clean Energy ETF position peaked at $17K in Q1 2022.
  • 576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.