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Financial Advocates Investment Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-7,328
Closed -$222K – 778
2022
Q4 		$222K Sell
7,328
-149,790
-95% -$2.94M 0.02% 653
2022
Q3 		$2.92M Buy
+157,118
New +$3.35M 0.24% 114
2021
Q2 		– Sell
-83,676
Closed -$2.03M – 784
2021
Q1 		$2.03M Buy
83,676
+13,501
+19% +$378K 0.14% 173
2020
Q4 		$1.98M Buy
70,175
+24,401
+53% +$549K 0.14% 177
2020
Q3 		$846K Buy
+45,774
New +$716K 0.07% 277
2020
Q2 		– Sell
-62,341
Closed -$595K – 622
2020
Q1 		$595K Sell
62,341
-159,128
-72% -$1.88M 0.08% 248
2019
Q4 		$2.6M Sell
221,469
-107,045
-33% -$1.18M 0.28% 95
2019
Q3 		$3.58M Sell
328,514
-52,187
-14% -$568K 0.41% 61
2019
Q2 		$4.05M Buy
380,701
+7,104
+2% +$72.2K 0.47% 51
2019
Q1 		$3.65M Sell
373,597
-23,159
-6% -$218K 0.45% 54
2018
Q4 		$3.28M Buy
396,756
+15,475
+4% +$131K 0.45% 57
2018
Q3 		$3.28M Buy
381,281
+87,332
+30% +$765K 0.37% 67
2018
Q2 		$2.57M Buy
293,949
+10,293
+4% +$98.4K 0.31% 81
2018
Q1 		$2.7M Buy
283,656
+143,618
+103% +$1.36M 0.35% 71
2017
Q4 		$1.3M Buy
+140,038
New +$1.27M 0.18% 124

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Financial Advocates Investment Management's ICLN Position: Q1 2023 in Review

Financial Advocates Investment Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 7,328 shares — an estimated $222K sold.

Financial Advocates Investment Management first reported a position in ICLN in Q4 2017 and held it in 15 quarters. The position peaked at $4.05M in Q2 2019. 577 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Financial Advocates Investment Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,328 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $222K.
  • Financial Advocates Investment Management first reported a position in iShares Global Clean Energy ETF in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's iShares Global Clean Energy ETF position peaked at $4.05M in Q2 2019.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Financial Advocates Investment Management's 13F filing for Q1 2023, filed 11 May 2023.