BerganKDV Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

BerganKDV 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 Q4	–	Sell	-16	Closed	–	–	977
2020 Q3	$0	Buy	16 +1	+7%	+$16	﹤0.01%	952
2020 Q2	$0	Sell	15 -5	-25%	-$56	﹤0.01%	1016
2020 Q1	$0	Hold	20	–	–	﹤0.01%	961
2019 Q4	$0	Hold	20	–	–	﹤0.01%	956
2019 Q3	$0	Hold	20	–	–	﹤0.01%	716
2019 Q2	$0	Hold	20	–	–	﹤0.01%	749
2019 Q1	$0	Buy	+20	New	+$188	﹤0.01%	740

Other funds holding ICLN

WHAM

Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AFA

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

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

BerganKDV Wealth Management's ICLN Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2020, closing a stake of 16 shares.

BerganKDV Wealth Management first reported a position in ICLN in Q1 2019 and held it in 7 quarters. The position peaked at $0 in Q3 2020. 374 funds tracked by Wall St. Rank hold ICLN as of Q4 2020.

BerganKDV Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 16 iShares Global Clean Energy ETF shares in Q4 2020.
BerganKDV Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2019 and held it in 7 quarters.
BerganKDV Wealth Management's iShares Global Clean Energy ETF position peaked at $0 in Q3 2020.
374 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.