Baldrige Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Baldrige Asset 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 Q1	$5K	Hold	242	–	–	﹤0.01%	287
2022 Q4	$5K	Hold	242	–	–	﹤0.01%	268
2022 Q3	$5K	Buy	242 +78	+48%	+$1.66K	﹤0.01%	265
2022 Q2	$3K	Hold	164	–	–	﹤0.01%	278
2022 Q1	$4K	Sell	164 -527	-76%	-$10.3K	﹤0.01%	284
2021 Q4	$15K	Sell	691 -27	-4%	-$621	0.01%	255
2021 Q3	$16K	Hold	718	–	–	0.01%	255
2021 Q2	$17K	Buy	+718	New	+$16.4K	0.01%	257

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Baldrige Asset Management's ICLN Position: Q1 2023 in Review

Baldrige Asset Management held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2023 at 242 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #287.

Baldrige Asset Management first reported a position in ICLN in Q2 2021 and has held it in 8 quarters since. The position peaked at $17K in Q2 2021. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

Baldrige Asset Management held 242 shares of iShares Global Clean Energy ETF worth $5K as of Q1 2023.
Baldrige Asset Management left its iShares Global Clean Energy ETF share count unchanged in Q1 2023.
iShares Global Clean Energy ETF made up ﹤0.01% of Baldrige Asset Management's portfolio in Q1 2023, its #287 holding.
Baldrige Asset Management first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 8 quarters since.
Baldrige Asset Management's iShares Global Clean Energy ETF position peaked at $17K in Q2 2021.
576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.