First Command Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

First Command Financial Services’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 Q2	$286K	Buy	15,550 +2,867	+23%	+$53.9K	0.03%	114
2023 Q1	$251K	Hold	12,683	–	–	0.03%	113
2022 Q4	$252K	Buy	12,683 +333	+3%	+$6.55K	0.03%	108
2022 Q3	$236K	Sell	12,350 -1,383	-10%	-$29.5K	0.03%	104
2022 Q2	$262K	Buy	13,733 +2,610	+23%	+$50.9K	0.04%	102
2022 Q1	$239K	Buy	11,123 +1,245	+13%	+$24.4K	0.03%	128
2021 Q4	$210K	Buy	9,878 +124	+1%	+$2.85K	0.03%	138
2021 Q3	$211K	Buy	9,754 +665	+7%	+$15.2K	0.04%	138
2021 Q2	$213K	Buy	9,089 +1,940	+27%	+$44.3K	0.02%	135
2021 Q1	$174K	Buy	7,149 +1,172	+20%	+$32.8K	0.04%	135
2020 Q4	$169K	Buy	5,977 +4,252	+246%	+$95.6K	0.04%	124
2020 Q3	$32K	Hold	1,725	–	–	0.01%	219
2020 Q2	$22K	Buy	+1,725	New	+$19.4K	0.01%	228

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return

First Command Financial Services's ICLN Position: Q2 2023 in Review

First Command Financial Services increased its iShares Global Clean Energy ETF (ICLN) stake by 23% in Q2 2023, buying an estimated $53.9K and bringing the position to 15,550 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #114.

First Command Financial Services first reported a position in ICLN in Q2 2020 and has held it in 13 quarters since. 546 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

First Command Financial Services held 15,550 shares of iShares Global Clean Energy ETF worth $286K as of Q2 2023.
First Command Financial Services bought 2,867 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $53.9K.
iShares Global Clean Energy ETF made up 0.03% of First Command Financial Services's portfolio in Q2 2023, its #114 holding.
First Command Financial Services first reported a position in iShares Global Clean Energy ETF in Q2 2020 and has held it in 13 quarters since.
546 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.