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Burleson & Co’s iShares Global Clean Energy ETF ICLN Stock Holding History

Burleson & Co’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
Q4 		$377 Hold
19
– – ﹤0.01% 385
2022
Q3 		$0 Hold
19
– – ﹤0.01% 439
2022
Q2 		$0 Hold
19
– – ﹤0.01% 469
2022
Q1 		$0 Hold
19
– – ﹤0.01% 431
2021
Q4 		$0 Buy
+19
New +$437 ﹤0.01% 379
2021
Q2 		– Sell
-45
Closed -$1K – 377
2021
Q1 		$1K Buy
+45
New +$1.26K ﹤0.01% 336

Other funds holding ICLN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Burleson & Co's ICLN Position: Q4 2022 in Review

Burleson & Co held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2022 at 19 shares worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Burleson & Co first reported a position in ICLN in Q1 2021 and has held it in 6 quarters since. The position peaked at $1K in Q1 2021. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

  • Burleson & Co held 19 shares of iShares Global Clean Energy ETF worth $377 as of Q4 2022.
  • Burleson & Co left its iShares Global Clean Energy ETF share count unchanged in Q4 2022.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #385 holding.
  • Burleson & Co first reported a position in iShares Global Clean Energy ETF in Q1 2021 and has held it in 6 quarters since.
  • Burleson & Co's iShares Global Clean Energy ETF position peaked at $1K in Q1 2021.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.