American Institute for Advanced Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

American Institute for Advanced Investment 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
2023 Q3	–	Sell	-22,242	Closed	-$409K	–	117
2023 Q2	$409K	Buy	22,242 +5,557	+33%	+$104K	0.36%	77
2023 Q1	$274K	Buy	16,685 +2,615	+19%	+$51.8K	0.29%	82
2022 Q4	$279K	Buy	+14,070	New	+$277K	0.26%	90

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

American Institute for Advanced Investment Management's ICLN Position: Q3 2023 in Review

American Institute for Advanced Investment Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 22,242 shares — an estimated $409K sold.

American Institute for Advanced Investment Management first reported a position in ICLN in Q4 2022 and held it in 3 quarters. The position peaked at $409K in Q2 2023. 537 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

American Institute for Advanced Investment Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
American Institute for Advanced Investment Management sold 22,242 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $409K.
American Institute for Advanced Investment Management first reported a position in iShares Global Clean Energy ETF in Q4 2022 and held it in 3 quarters.
American Institute for Advanced Investment Management's iShares Global Clean Energy ETF position peaked at $409K in Q2 2023.
537 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on American Institute for Advanced Investment Management's 13F filing for Q3 2023, filed 31 Oct 2023.