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

Burt 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
2021
Q1 		– Sell
-836
Closed -$24K – 211
2020
Q4 		$24K Buy
836
+450
+117% +$10.1K 0.01% 230
2020
Q3 		$7K Buy
+386
New +$6.04K ﹤0.01% 298

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Burt Wealth Advisors's ICLN Position: Q1 2021 in Review

Burt Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2021, closing a stake of 836 shares — an estimated $24K sold.

Burt Wealth Advisors first reported a position in ICLN in Q3 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 499 funds tracked by Wall St. Rank hold ICLN as of Q1 2021.

  • Burt Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 836 iShares Global Clean Energy ETF shares in Q1 2021, an estimated $24K.
  • Burt Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's iShares Global Clean Energy ETF position peaked at $24K in Q4 2020.
  • 499 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.