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Financial Connections Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Financial Connections Group’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
Q3 		– Sell
-301
Closed -$5K – 169
2023
Q2 		$5K Buy
301
+1
+0.3% +$19 ﹤0.01% 202
2023
Q1 		$5K Hold
300
– – ﹤0.01% 198
2022
Q4 		$5K Hold
300
– – ﹤0.01% 189
2022
Q3 		$5K Buy
300
+200
+200% +$4.26K ﹤0.01% 174
2022
Q2 		$1K Hold
100
– – ﹤0.01% 268
2022
Q1 		$2K Hold
100
– – ﹤0.01% 257
2021
Q4 		$2K Buy
+100
New +$2.3K ﹤0.01% 274

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
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Financial Connections Group's ICLN Position: Q3 2023 in Review

Financial Connections Group sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2023, closing a stake of 301 shares — an estimated $5K sold.

Financial Connections Group first reported a position in ICLN in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q2 2023. 536 funds tracked by Wall St. Rank hold ICLN as of Q3 2023.

  • Financial Connections Group reported no remaining iShares Global Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Connections Group sold 301 iShares Global Clean Energy ETF shares in Q3 2023, an estimated $5K.
  • Financial Connections Group first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 7 quarters.
  • Financial Connections Group's iShares Global Clean Energy ETF position peaked at $5K in Q2 2023.
  • 536 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2023.

Based on Financial Connections Group's 13F filing for Q3 2023, filed 6 Nov 2023.