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

Aprio 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
2023
Q4 		– Sell
-14,134
Closed -$207K – 208
2023
Q3 		$207K Buy
14,134
+606
+4% +$10.2K 0.06% 159
2023
Q2 		$249K Sell
13,528
-1
-0% -$19 0.07% 131
2023
Q1 		$268K Buy
+13,529
New +$268K 0.08% 111

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Aprio Wealth Management's ICLN Position: Q4 2023 in Review

Aprio Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 14,134 shares — an estimated $207K sold.

Aprio Wealth Management first reported a position in ICLN in Q1 2023 and held it in 3 quarters. The position peaked at $268K in Q1 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Aprio Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Aprio Wealth Management sold 14,134 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $207K.
  • Aprio Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 3 quarters.
  • Aprio Wealth Management's iShares Global Clean Energy ETF position peaked at $268K in Q1 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Aprio Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.