Chicago Partners Investment Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Chicago Partners Investment Group’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	-10,868	Closed	-$215K	–	697
2023 Q1	$215K	Buy	10,868 +6	+0.1%	+$119	0.01%	595
2022 Q4	$220K	Buy	10,862 +7	+0.1%	+$138	0.01%	563
2022 Q3	$206K	Sell	10,855 -1,892	-15%	-$40.3K	0.01%	529
2022 Q2	$284K	Sell	12,747 -171	-1%	-$3.33K	0.02%	452
2022 Q1	$235K	Sell	12,918 -2,702	-17%	-$52.9K	0.02%	473
2021 Q4	$279K	Buy	15,620 +938	+6%	+$21.6K	0.02%	452
2021 Q3	$365K	Buy	+14,682	New	+$335K	0.03%	402

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

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

Chicago Partners Investment Group's ICLN Position: Q2 2023 in Review

Chicago Partners Investment Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 10,868 shares — an estimated $215K sold.

Chicago Partners Investment Group first reported a position in ICLN in Q3 2021 and held it in 7 quarters. The position peaked at $365K in Q3 2021. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

Chicago Partners Investment Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
Chicago Partners Investment Group sold 10,868 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $215K.
Chicago Partners Investment Group first reported a position in iShares Global Clean Energy ETF in Q3 2021 and held it in 7 quarters.
Chicago Partners Investment Group's iShares Global Clean Energy ETF position peaked at $365K in Q3 2021.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on Chicago Partners Investment Group's 13F filing for Q2 2023, filed 8 Aug 2023.