Destiny Wealth Partners’s iShares Global Clean Energy ETF ICLN Stock Holding History

Destiny Wealth Partners’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 Q4	–	Sell	-123,686	Closed	-$1.81M	–	165
2023 Q3	$1.81M	Buy	123,686 +3,349	+3%	+$56.2K	0.37%	63
2023 Q2	$2.26M	Buy	120,337 +7,750	+7%	+$146K	0.43%	61
2023 Q1	$2.23M	Buy	112,587 +2,725	+2%	+$54K	0.46%	57
2022 Q4	$2.18M	Buy	+109,862	New	+$2.16M	0.47%	51
2022 Q1	–	Sell	-54,391	Closed	-$1.15M	–	572
2021 Q4	$1.15M	Buy	54,391 +2,618	+5%	+$60.2K	0.22%	74
2021 Q3	$1.12M	Buy	51,773 +4,860	+10%	+$111K	0.23%	75
2021 Q2	$1.1M	Buy	+46,913	New	+$1.07M	0.21%	84

Other funds holding ICLN

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Destiny Wealth Partners's ICLN Position: Q4 2023 in Review

Destiny Wealth Partners sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 123,686 shares — an estimated $1.81M sold.

Destiny Wealth Partners first reported a position in ICLN in Q2 2021 and held it in 7 quarters. The position peaked at $2.26M in Q2 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

Destiny Wealth Partners reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Destiny Wealth Partners sold 123,686 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $1.81M.
Destiny Wealth Partners first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 7 quarters.
Destiny Wealth Partners's iShares Global Clean Energy ETF position peaked at $2.26M in Q2 2023.
535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Destiny Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.