BW
ICLN icon

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

Bison Wealth’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
2022
Q3 		– Sell
-916
Closed -$17K – 277
2022
Q2 		$17K Buy
916
+7
+0.8% +$136 0.01% 269
2022
Q1 		$20K Sell
909
-2,239
-71% -$43.8K 0.01% 304
2021
Q4 		$67K Sell
3,148
-1,768
-36% -$40.7K 0.04% 234
2021
Q3 		$106K Sell
4,916
-50
-1% -$1.14K 0.05% 276
2021
Q2 		$117K Buy
4,966
+458
+10% +$10.5K 0.05% 269
2021
Q1 		$110K Buy
4,508
+4,408
+4,408% +$123K 0.05% 274
2020
Q4 		$3K Hold
100
– – ﹤0.01% 394
2020
Q3 		$2K Hold
100
– – ﹤0.01% 355
2020
Q2 		$1K Buy
+100
New +$1.13K ﹤0.01% 349

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 $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.03B AUM 19.83% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return