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B. Riley Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

B. Riley 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
2020
Q2 		– Sell
-23,978
Closed -$229K – 486
2020
Q1 		$229K Buy
+23,978
New +$284K 0.02% 411
2019
Q4 		– Sell
-24,886
Closed -$271K – 417
2019
Q3 		$271K Buy
+24,886
New +$271K 0.05% 294

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
GCA
Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return
EPA
Element Pointe Advisors Miami, Florida $530M AUM 16.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

B. Riley Wealth Management's ICLN Position: Q2 2020 in Review

B. Riley Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2020, closing a stake of 23,978 shares — an estimated $229K sold.

B. Riley Wealth Management first reported a position in ICLN in Q3 2019 and held it in 2 quarters. The position peaked at $271K in Q3 2019. 173 funds tracked by Wall St. Rank hold ICLN as of Q2 2020.

  • B. Riley Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 23,978 iShares Global Clean Energy ETF shares in Q2 2020, an estimated $229K.
  • B. Riley Wealth Management first reported a position in iShares Global Clean Energy ETF in Q3 2019 and held it in 2 quarters.
  • B. Riley Wealth Management's iShares Global Clean Energy ETF position peaked at $271K in Q3 2019.
  • 173 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2020.

Based on B. Riley Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.