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Forte Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Forte Asset 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
-11,302
Closed -$224K – 62
2022
Q4 		$224K Sell
11,302
-14
-0.1% -$275 0.15% 59
2022
Q3 		$216K Buy
11,316
+1,309
+13% +$27.9K 0.14% 60
2022
Q2 		$191K Buy
+10,007
New +$195K 0.13% 60

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 $3.63B AUM 21.49% 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 $702M AUM 18.88% 1-Year Est. Return

Forte Asset Management's ICLN Position: Q1 2023 in Review

Forte Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2023, closing a stake of 11,302 shares — an estimated $224K sold.

Forte Asset Management first reported a position in ICLN in Q2 2022 and held it in 3 quarters. The position peaked at $224K in Q4 2022. 576 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Forte Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2023 after selling out during the quarter.
  • Forte Asset Management sold 11,302 iShares Global Clean Energy ETF shares in Q1 2023, an estimated $224K.
  • Forte Asset Management first reported a position in iShares Global Clean Energy ETF in Q2 2022 and held it in 3 quarters.
  • Forte Asset Management's iShares Global Clean Energy ETF position peaked at $224K in Q4 2022.
  • 576 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Forte Asset Management's 13F filing for Q1 2023, filed 24 Apr 2023.