Dowling & Yahnke’s iShares Global Clean Energy ETF ICLN Stock Holding History

Dowling & Yahnke’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
2020 Q1	–	Sell	-700	Closed	-$8K	–	328
2019 Q4	$8K	Buy	+700	New	+$7.71K	﹤0.01%	350

Other funds holding ICLN

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $908M AUM 24.22% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Dowling & Yahnke's ICLN Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2020, closing a stake of 700 shares — an estimated $8K sold.

Dowling & Yahnke first reported a position in ICLN in Q4 2019 and held it in 1 quarter. The position peaked at $8K in Q4 2019. 155 funds tracked by Wall St. Rank hold ICLN as of Q1 2020.

Dowling & Yahnke reported no remaining iShares Global Clean Energy ETF position as of Q1 2020 after selling out during the quarter.
Dowling & Yahnke sold 700 iShares Global Clean Energy ETF shares in Q1 2020, an estimated $8K.
Dowling & Yahnke first reported a position in iShares Global Clean Energy ETF in Q4 2019 and held it in 1 quarter.
Dowling & Yahnke's iShares Global Clean Energy ETF position peaked at $8K in Q4 2019.
155 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.