EWM
RNRG icon

Elmwood Wealth Management’s Global X Renewable Energy Producers ETF RNRG Stock Holding History

Elmwood Wealth Management’s Portfolio RNRG Stock Details RNRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,778
Closed -$1.1M – 115
2023
Q3 		$1.1M Sell
36,778
-993
-3% -$33.7K 0.53% 64
2023
Q2 		$1.36M Buy
37,771
+709
+2% +$25.8K 0.63% 52
2023
Q1 		$1.38M Buy
37,062
+2,166
+6% +$82.9K 0.65% 54
2022
Q4 		$1.37M Sell
34,896
-399
-1% -$15.8K 0.69% 51
2022
Q3 		$1.36M Buy
35,295
+215
+0.6% +$9.51K 0.68% 49
2022
Q2 		$1.49M Buy
35,080
+616
+2% +$27.5K 0.85% 45
2022
Q1 		$1.66M Buy
34,464
+2,274
+7% +$101K 0.85% 47
2021
Q4 		$1.51M Buy
+32,190
New +$1.55M 0.72% 53
2021
Q2 		$1.51M Buy
31,009
+434
+1% +$20.7K 0.8% 47
2021
Q1 		$1.46M Buy
+30,575
New +$1.59M 0.89% 41
2020
Q3 		$873K Hold
21,018
– – 0.71% 50
2020
Q2 		$873K Buy
21,018
+14,289
+212% +$570K 0.71% 50
2020
Q1 		$236K Sell
6,729
-13,132
-66% -$569K 0.23% 80
2019
Q4 		$887K Buy
+19,861
New +$840K 0.77% 59
2019
Q3 		– Sell
-15,956
Closed -$647K – 278
2019
Q2 		$647K Buy
15,956
+5,555
+53% +$217K 0.57% 63
2019
Q1 		$403K Buy
10,401
+785
+8% +$29.1K 0.37% 71
2018
Q4 		$324K Buy
9,616
+372
+4% +$12.9K 0.31% 78
2018
Q3 		$332K Buy
9,244
+1,685
+22% +$60.1K 0.28% 79
2018
Q2 		$264K Buy
7,559
+830
+12% +$29.3K 0.24% 82
2018
Q1 		$236K Buy
+6,729
New +$241K 0.23% 80

Other funds holding RNRG

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Elmwood Wealth Management's RNRG Position: Q4 2023 in Review

Elmwood Wealth Management sold out of Global X Renewable Energy Producers ETF (RNRG) in Q4 2023, closing a stake of 36,778 shares — an estimated $1.1M sold.

Elmwood Wealth Management first reported a position in RNRG in Q1 2018 and held it in 20 quarters. The position peaked at $1.66M in Q1 2022. 35 funds tracked by Wall St. Rank hold RNRG as of Q4 2023.

  • Elmwood Wealth Management reported no remaining Global X Renewable Energy Producers ETF position as of Q4 2023 after selling out during the quarter.
  • Elmwood Wealth Management sold 36,778 Global X Renewable Energy Producers ETF shares in Q4 2023, an estimated $1.1M.
  • Elmwood Wealth Management first reported a position in Global X Renewable Energy Producers ETF in Q1 2018 and held it in 20 quarters.
  • Elmwood Wealth Management's Global X Renewable Energy Producers ETF position peaked at $1.66M in Q1 2022.
  • 35 funds tracked by Wall St. Rank held Global X Renewable Energy Producers ETF as of Q4 2023.

Based on Elmwood Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.