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

Choice 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
2022
Q3 		– Sell
-210,534
Closed -$4.01M – 29
2022
Q2 		$4.01M Buy
+210,534
New +$4.1M 3.25% 12

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
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Choice Wealth Advisors's ICLN Position: Q3 2022 in Review

Choice Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2022, closing a stake of 210,534 shares — an estimated $4.01M sold.

Choice Wealth Advisors first reported a position in ICLN in Q2 2022 and held it in 1 quarter. The position peaked at $4.01M in Q2 2022. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

  • Choice Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Choice Wealth Advisors sold 210,534 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $4.01M.
  • Choice Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 1 quarter.
  • Choice Wealth Advisors's iShares Global Clean Energy ETF position peaked at $4.01M in Q2 2022.
  • 571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on Choice Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.