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Altium Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Altium Wealth Management’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
2021
Q3 		– Sell
-8,642
Closed -$203K – 382
2021
Q2 		$203K Hold
8,642
– – 0.01% 361
2021
Q1 		$210K Buy
+8,642
New +$242K 0.02% 355

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Altium Wealth Management's ICLN Position: Q3 2021 in Review

Altium Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2021, closing a stake of 8,642 shares — an estimated $203K sold.

Altium Wealth Management first reported a position in ICLN in Q1 2021 and held it in 2 quarters. The position peaked at $210K in Q1 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

  • Altium Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Altium Wealth Management sold 8,642 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $203K.
  • Altium Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 2 quarters.
  • Altium Wealth Management's iShares Global Clean Energy ETF position peaked at $210K in Q1 2021.
  • 517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Altium Wealth Management's 13F filing for Q3 2021, filed 15 Nov 2021.