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

Capital Advisors 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
2023
Q2 		– Sell
-10,000
Closed -$2 – 150
2023
Q1 		$2 Buy
+10,000
New +$198K ﹤0.01% 142

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 $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 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

Capital Advisors Wealth Management's ICLN Position: Q2 2023 in Review

Capital Advisors Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 4,019 shares — an estimated $79.5K sold.

Capital Advisors Wealth Management first reported a position in ICLN in Q1 2023 and held it in 1 quarter. The position peaked at $79.5K in Q1 2023. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

  • Capital Advisors Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 4,019 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $79.5K.
  • Capital Advisors Wealth Management first reported a position in iShares Global Clean Energy ETF in Q1 2023 and held it in 1 quarter.
  • Capital Advisors Wealth Management's iShares Global Clean Energy ETF position peaked at $79.5K in Q1 2023.
  • 547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.