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

Evoke Wealth’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
-24,790
Closed -$362K – 205
2023
Q3 		$362K Buy
+24,790
New +$416K 0.01% 271

Other funds holding ICLN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Evoke Wealth's ICLN Position: Q4 2023 in Review

Evoke Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 24,790 shares — an estimated $362K sold.

Evoke Wealth first reported a position in ICLN in Q3 2023 and held it in 1 quarter. The position peaked at $362K in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Evoke Wealth reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Evoke Wealth sold 24,790 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $362K.
  • Evoke Wealth first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 1 quarter.
  • Evoke Wealth's iShares Global Clean Energy ETF position peaked at $362K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Evoke Wealth's 13F filing for Q4 2023, filed 12 Feb 2024.