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

Evolution Wealth Advisors’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
2022
Q1 		– Sell
-10,105
Closed -$214K – 131
2021
Q4 		$214K Buy
10,105
+4,440
+78% +$102K 0.03% 126
2021
Q3 		$123K Buy
+5,665
New +$129K 0.03% 139

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Evolution Wealth Advisors's ICLN Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2022, closing a stake of 10,105 shares — an estimated $214K sold.

Evolution Wealth Advisors first reported a position in ICLN in Q3 2021 and held it in 2 quarters. The position peaked at $214K in Q4 2021. 558 funds tracked by Wall St. Rank hold ICLN as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining iShares Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 10,105 iShares Global Clean Energy ETF shares in Q1 2022, an estimated $214K.
  • Evolution Wealth Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2021 and held it in 2 quarters.
  • Evolution Wealth Advisors's iShares Global Clean Energy ETF position peaked at $214K in Q4 2021.
  • 558 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.