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

Barrett 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
2021 Q4	–	Sell	-2,165	Closed	-$47K	–	606
2021 Q3	$47K	Hold	2,165	–	–	﹤0.01%	327
2021 Q2	$51K	Hold	2,165	–	–	﹤0.01%	311
2021 Q1	$53K	Buy	+2,165	New	+$60.6K	﹤0.01%	297

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Barrett Asset Management's ICLN Position: Q4 2021 in Review

Barrett Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2021, closing a stake of 2,165 shares — an estimated $47K sold.

Barrett Asset Management first reported a position in ICLN in Q1 2021 and held it in 3 quarters. The position peaked at $53K in Q1 2021. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

Barrett Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Barrett Asset Management sold 2,165 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $47K.
Barrett Asset Management first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 3 quarters.
Barrett Asset Management's iShares Global Clean Energy ETF position peaked at $53K in Q1 2021.
549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Barrett Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.