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Curi Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Curi Wealth Management’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
-399
Closed -$8K – 421
2022
Q2 		$8K Hold
399
– – ﹤0.01% 405
2022
Q1 		$8K Hold
399
– – ﹤0.01% 378
2021
Q4 		$8K Buy
+399
New +$9.18K ﹤0.01% 335
2021
Q1 		– Sell
-367
Closed -$10K – 273
2020
Q4 		$10K Buy
+367
New +$8.25K 0.01% 249

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

Curi Wealth Management's ICLN Position: Q3 2022 in Review

Curi Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2022, closing a stake of 399 shares — an estimated $8K sold.

Curi Wealth Management first reported a position in ICLN in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2020. 571 funds tracked by Wall St. Rank hold ICLN as of Q3 2022.

  • Curi Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 399 iShares Global Clean Energy ETF shares in Q3 2022, an estimated $8K.
  • Curi Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's iShares Global Clean Energy ETF position peaked at $10K in Q4 2020.
  • 571 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.