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Cardinal Point Wealth Management Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Cardinal Point Wealth Management Partners’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
Q1 		$859K Buy
43,440
+2,580
+6% +$51.1K 0.26% 34
2022
Q4 		$811K Buy
40,860
+19,985
+96% +$393K 0.28% 32
2022
Q3 		$385K Sell
20,875
-500
-2% -$10.7K 0.18% 34
2022
Q2 		$407K Buy
21,375
+6,075
+40% +$118K 0.2% 36
2022
Q1 		$329K Buy
+15,300
New +$299K 0.15% 38

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
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Cardinal Point Wealth Management Partners's ICLN Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners increased its iShares Global Clean Energy ETF (ICLN) stake by 6.3% in Q1 2023, buying an estimated $51.1K and bringing the position to 43,440 shares worth $859K. The position accounts for 0.26% of the portfolio, ranked #34.

Cardinal Point Wealth Management Partners first reported a position in ICLN in Q1 2022 and has held it in 5 quarters since. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Cardinal Point Wealth Management Partners held 43,440 shares of iShares Global Clean Energy ETF worth $859K as of Q1 2023.
  • Cardinal Point Wealth Management Partners bought 2,580 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $51.1K.
  • iShares Global Clean Energy ETF made up 0.26% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #34 holding.
  • Cardinal Point Wealth Management Partners first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 5 quarters since.
  • 576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.