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Confluence Wealth Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Confluence Wealth Services’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
Q1 		– Sell
-2,481
Closed -$52K – 654
2021
Q4 		$52K Buy
+2,481
New +$57.1K 0.02% 465

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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Confluence Wealth Services's ICLN Position: Q1 2022 in Review

Confluence Wealth Services sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2022, closing a stake of 2,481 shares — an estimated $52K sold.

Confluence Wealth Services first reported a position in ICLN in Q4 2021 and held it in 1 quarter. The position peaked at $52K in Q4 2021. 558 funds tracked by Wall St. Rank hold ICLN as of Q1 2022.

  • Confluence Wealth Services reported no remaining iShares Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2,481 iShares Global Clean Energy ETF shares in Q1 2022, an estimated $52K.
  • Confluence Wealth Services first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's iShares Global Clean Energy ETF position peaked at $52K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.