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Arlington Financial Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Arlington Financial 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
2024
Q1 		– Sell
-277,398
Closed -$4.32M – 81
2023
Q4 		$4.32M Buy
277,398
+6,929
+3% +$97.5K 1.29% 23
2023
Q3 		$3.95M Sell
270,469
-1,054,810
-80% -$17.7M 1.4% 20
2023
Q2 		$24.4M Buy
1,325,279
+20,293
+2% +$382K 8.9% 4
2023
Q1 		$25.8M Buy
1,304,986
+72,358
+6% +$1.43M 9.94% 2
2022
Q4 		$24.5M Sell
1,232,628
-3,507
-0.3% -$68.9K 10.32% 2
2022
Q3 		$23.6M Sell
1,236,135
-48,474
-4% -$1.03M 11.98% 2
2022
Q2 		$24.5M Buy
1,284,609
+34,053
+3% +$664K 11% 2
2022
Q1 		$26.9M Buy
1,250,556
+161,314
+15% +$3.16M 10.2% 2
2021
Q4 		$23.1M Sell
1,089,242
-47,406
-4% -$1.09M 7.81% 3
2021
Q3 		$24.6M Buy
1,136,648
+22,834
+2% +$520K 9.63% 2
2021
Q2 		$26.1M Buy
1,113,814
+76,627
+7% +$1.75M 9.92% 2
2021
Q1 		$25.2M Sell
1,037,187
-107,830
-9% -$3.02M 10.22% 2
2020
Q4 		$32.3M Sell
1,145,017
-9,358
-0.8% -$210K 13.64% 1
2020
Q3 		$21.3M Sell
1,154,375
-75,186
-6% -$1.18M 10.94% 2
2020
Q2 		$15.4M Buy
1,229,561
+62,485
+5% +$704K 8.7% 2
2020
Q1 		$11.1M Buy
+1,167,076
New +$13.8M 7.94% 2

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
S2L
Sparta 24 Ltd Tirat Hacarmel, Israel $87.5M AUM 10.49% 1-Year Est. Return

Arlington Financial Advisors's ICLN Position: Q1 2024 in Review

Arlington Financial Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2024, closing a stake of 277,398 shares — an estimated $4.32M sold.

Arlington Financial Advisors first reported a position in ICLN in Q1 2020 and held it in 16 quarters. The position peaked at $32.3M in Q4 2020. 505 funds tracked by Wall St. Rank hold ICLN as of Q1 2024.

  • Arlington Financial Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2024 after selling out during the quarter.
  • Arlington Financial Advisors sold 277,398 iShares Global Clean Energy ETF shares in Q1 2024, an estimated $4.32M.
  • Arlington Financial Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2020 and held it in 16 quarters.
  • Arlington Financial Advisors's iShares Global Clean Energy ETF position peaked at $32.3M in Q4 2020.
  • 505 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2024.

Based on Arlington Financial Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.