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Clear Perspectives Financial Planning’s iShares Global Clean Energy ETF ICLN Stock Holding History

Clear Perspectives Financial Planning’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 		$19.8K Hold
1,000
– – 0.01% 114
2022
Q4 		$19.9K Hold
1,000
– – 0.01% 122
2022
Q3 		$19K Hold
1,000
– – 0.01% 124
2022
Q2 		$19K Sell
1,000
-1,000
-50% -$19.5K 0.01% 132
2022
Q1 		$43K Buy
+2,000
New +$39.1K 0.02% 99

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

Clear Perspectives Financial Planning's ICLN Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its iShares Global Clean Energy ETF (ICLN) position steady in Q1 2023 at 1,000 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #114.

Clear Perspectives Financial Planning first reported a position in ICLN in Q1 2022 and has held it in 5 quarters since. The position peaked at $43K in Q1 2022. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Clear Perspectives Financial Planning held 1,000 shares of iShares Global Clean Energy ETF worth $19.8K as of Q1 2023.
  • Clear Perspectives Financial Planning left its iShares Global Clean Energy ETF share count unchanged in Q1 2023.
  • iShares Global Clean Energy ETF made up 0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #114 holding.
  • Clear Perspectives Financial Planning first reported a position in iShares Global Clean Energy ETF in Q1 2022 and has held it in 5 quarters since.
  • Clear Perspectives Financial Planning's iShares Global Clean Energy ETF position peaked at $43K in Q1 2022.
  • 576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.