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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return