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

Cypress Point 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
2021 Q3	–	Sell	-1,000	Closed	-$23K	–	185
2021 Q2	$23K	Buy	1,000 +400	+67%	+$9.13K	0.02%	95
2021 Q1	$15K	Buy	600 +400	+200%	+$11.2K	0.02%	68
2020 Q4	$6K	Buy	+200	New	+$4.5K	0.01%	173

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Cypress Point Wealth Management's ICLN Position: Q3 2021 in Review

Cypress Point Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2021, closing a stake of 1,000 shares — an estimated $23K sold.

Cypress Point Wealth Management first reported a position in ICLN in Q4 2020 and held it in 3 quarters. The position peaked at $23K in Q2 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

Cypress Point Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Cypress Point Wealth Management sold 1,000 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $23K.
Cypress Point Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 3 quarters.
Cypress Point Wealth Management's iShares Global Clean Energy ETF position peaked at $23K in Q2 2021.
517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Cypress Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.