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Avestar Capital’s iShares Global Clean Energy ETF ICLN Stock Holding History

Avestar Capital’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
-11,400
Closed -$167K – 419
2023
Q3 		$167K Buy
+11,400
New +$191K 0.02% 341
2021
Q1 		– Sell
-96,562
Closed -$2.73M – 329
2020
Q4 		$2.73M Buy
+96,562
New +$2.17M 0.76% 23

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

Avestar Capital's ICLN Position: Q4 2023 in Review

Avestar Capital sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 11,400 shares — an estimated $167K sold.

Avestar Capital first reported a position in ICLN in Q4 2020 and held it in 2 quarters. The position peaked at $2.73M in Q4 2020. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Avestar Capital reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Avestar Capital sold 11,400 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $167K.
  • Avestar Capital first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Avestar Capital's iShares Global Clean Energy ETF position peaked at $2.73M in Q4 2020.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Avestar Capital's 13F filing for Q4 2023, filed 12 Feb 2024.