American Portfolios Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

American Portfolios Advisors’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
2022 Q3	$330K	Sell	17,263 -1,095	-6%	-$23.3K	0.01%	812
2022 Q2	$350K	Sell	18,358 -1,815	-9%	-$35.4K	0.01%	812
2022 Q1	$434K	Sell	20,173 -37,510	-65%	-$734K	0.01%	798
2021 Q4	$1.22M	Sell	57,683 -1,771	-3%	-$40.7K	0.04%	423
2021 Q3	$1.29M	Buy	59,454 +191	+0.3%	+$4.35K	0.05%	366
2021 Q2	$1.39M	Buy	59,263 +27,993	+90%	+$639K	0.05%	333
2021 Q1	$760K	Buy	31,270 +19,921	+176%	+$557K	0.03%	498
2020 Q4	$320K	Buy	11,349 +8,122	+252%	+$183K	0.02%	707
2020 Q3	$59.7K	Hold	3,227	–	–	﹤0.01%	1259
2020 Q2	$40.4K	Hold	3,227	–	–	﹤0.01%	1359
2020 Q1	$30.8K	Hold	3,227	–	–	﹤0.01%	1370
2019 Q4	$37.9K	Hold	3,227	–	–	﹤0.01%	1459
2019 Q3	$35.2K	Hold	3,227	–	–	﹤0.01%	1433
2019 Q2	$34.3K	Buy	+3,227	New	+$32.8K	﹤0.01%	1432

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

American Portfolios Advisors's ICLN Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Global Clean Energy ETF (ICLN) stake by 6% in Q3 2022, selling an estimated $23.3K and leaving 17,263 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #812.

American Portfolios Advisors first reported a position in ICLN in Q2 2019 and has held it in 14 quarters since. The position peaked at $1.39M in Q2 2021. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

American Portfolios Advisors held 17,263 shares of iShares Global Clean Energy ETF worth $330K as of Q3 2022.
American Portfolios Advisors sold 1,095 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $23.3K.
iShares Global Clean Energy ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #812 holding.
American Portfolios Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2019 and has held it in 14 quarters since.
American Portfolios Advisors's iShares Global Clean Energy ETF position peaked at $1.39M in Q2 2021.
571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.