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

Belpointe 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
Q2 		– Sell
-53,889
Closed -$1.07M – 1842
2023
Q1 		$1.07M Buy
53,889
+30,678
+132% +$608K 0.06% 310
2022
Q4 		$461K Sell
23,211
-1,271
-5% -$25K 0.03% 572
2022
Q3 		$467K Buy
24,482
+3,069
+14% +$65.4K 0.03% 529
2022
Q2 		$407K Sell
21,413
-1,719
-7% -$33.5K 0.03% 573
2022
Q1 		$498K Sell
23,132
-4,306
-16% -$84.3K 0.03% 540
2021
Q4 		$582K Sell
27,438
-635
-2% -$14.6K 0.04% 469
2021
Q3 		$604K Buy
28,073
+1,595
+6% +$36.4K 0.04% 453
2021
Q2 		$616K Buy
26,478
+346
+1% +$7.9K 0.04% 430
2021
Q1 		$635K Sell
26,132
-366
-1% -$10.2K 0.05% 347
2020
Q4 		$748K Buy
26,498
+10,294
+64% +$231K 0.07% 312
2020
Q3 		$300K Sell
16,204
-12,132
-43% -$190K 0.03% 436
2020
Q2 		$355K Buy
+28,336
New +$319K 0.05% 371

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Belpointe Asset Management's ICLN Position: Q2 2023 in Review

Belpointe Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 53,889 shares — an estimated $1.07M sold.

Belpointe Asset Management first reported a position in ICLN in Q2 2020 and held it in 12 quarters. The position peaked at $1.07M in Q1 2023. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • Belpointe Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 53,889 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $1.07M.
  • Belpointe Asset Management first reported a position in iShares Global Clean Energy ETF in Q2 2020 and held it in 12 quarters.
  • Belpointe Asset Management's iShares Global Clean Energy ETF position peaked at $1.07M in Q1 2023.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.