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

Flagship Private 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
2021
Q3 		– Sell
-1,207
Closed -$28.5K – 157
2021
Q2 		$28.5K Buy
1,207
+474
+65% +$10.8K 0.02% 169
2021
Q1 		$17.5K Buy
733
+132
+22% +$3.69K 0.01% 183
2020
Q4 		$18.1K Buy
+601
New +$13.5K 0.02% 189

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Flagship Private Wealth's ICLN Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares Global Clean Energy ETF (ICLN) in Q3 2021, closing a stake of 1,207 shares — an estimated $28.5K sold.

Flagship Private Wealth first reported a position in ICLN in Q4 2020 and held it in 3 quarters. The position peaked at $28.5K in Q2 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 1,207 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $28.5K.
  • Flagship Private Wealth first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 3 quarters.
  • Flagship Private Wealth's iShares Global Clean Energy ETF position peaked at $28.5K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.