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BDO Wealth Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

BDO Wealth 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
2023
Q2 		– Sell
-15,000
Closed -$297K – 1019
2023
Q1 		$297K Buy
+15,000
New +$297K 0.04% 209

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
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

BDO Wealth Advisors's ICLN Position: Q2 2023 in Review

BDO Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 15,000 shares — an estimated $297K sold.

BDO Wealth Advisors first reported a position in ICLN in Q1 2023 and held it in 1 quarter. The position peaked at $297K in Q1 2023. 546 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • BDO Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • BDO Wealth Advisors sold 15,000 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $297K.
  • BDO Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 1 quarter.
  • BDO Wealth Advisors's iShares Global Clean Energy ETF position peaked at $297K in Q1 2023.
  • 546 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.