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Arbor Investment Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Arbor Investment 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
2020
Q1 		– Sell
-14,787
Closed -$174K – 79
2019
Q4 		$174K Sell
14,787
-873
-6% -$9.61K 0.05% 87
2019
Q3 		$171K Hold
15,660
– – 0.05% 81
2019
Q2 		$167K Buy
15,660
+64
+0.4% +$650 0.05% 77
2019
Q1 		$152K Sell
15,596
-322
-2% -$3.03K 0.05% 72
2018
Q4 		$131K Buy
15,918
+111
+0.7% +$943 0.05% 55
2018
Q3 		$136K Hold
15,807
– – 0.05% 58
2018
Q2 		$138K Buy
15,807
+137
+0.9% +$1.31K 0.05% 50
2018
Q1 		$149K Sell
15,670
-291
-2% -$2.75K 0.06% 44
2017
Q4 		$149K Buy
15,961
+74
+0.5% +$673 0.07% 46
2017
Q3 		$143K Buy
15,887
+2,870
+22% +$25.8K 0.07% 41
2017
Q2 		$111K Buy
+13,017
New +$112K 0.05% 40
2017
Q1 		– Sell
-10,315
Closed -$81K – 40
2016
Q4 		$81K Buy
10,315
+130
+1% +$1.09K 0.04% 41
2016
Q3 		$93K Hold
10,185
– – 0.05% 41
2016
Q2 		$89K Sell
10,185
-1,100
-10% -$9.74K 0.05% 45
2016
Q1 		$105K Hold
11,285
– – 0.06% 38
2015
Q4 		$111K Sell
11,285
-764
-6% -$7.44K 0.07% 41
2015
Q3 		$109K Hold
12,049
– – 0.07% 37
2015
Q2 		$134K Buy
12,049
+126
+1% +$1.54K 0.08% 43
2015
Q1 		$141K Hold
11,923
– – 0.08% 44
2014
Q4 		$115K Buy
11,923
+161
+1% +$1.62K 0.06% 46
2014
Q3 		$128K Buy
11,762
+73
+0.6% +$841 0.07% 44
2014
Q2 		$139K Hold
11,689
– – 0.07% 54
2014
Q1 		$131K Buy
+11,689
New +$127K 0.08% 54

Other funds holding ICLN

AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Arbor Investment Advisors's ICLN Position: Q1 2020 in Review

Arbor Investment Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2020, closing a stake of 14,787 shares — an estimated $174K sold.

Arbor Investment Advisors first reported a position in ICLN in Q1 2014 and held it in 23 quarters. The position peaked at $174K in Q4 2019. 155 funds tracked by Wall St. Rank hold ICLN as of Q1 2020.

  • Arbor Investment Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
  • Arbor Investment Advisors sold 14,787 iShares Global Clean Energy ETF shares in Q1 2020, an estimated $174K.
  • Arbor Investment Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2014 and held it in 23 quarters.
  • Arbor Investment Advisors's iShares Global Clean Energy ETF position peaked at $174K in Q4 2019.
  • 155 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2020.

Based on Arbor Investment Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.