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Fortis Advisors’s iShares Global Clean Energy ETF ICLN Stock Holding History

Fortis Advisors’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
2020
Q4 		– Sell
-254
Closed -$5.71K – 177
2020
Q3 		$5K Buy
+254
New +$3.97K ﹤0.01% 134

Other funds holding ICLN

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $321M AUM 25.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $702M AUM 18.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fortis Advisors's ICLN Position: Q4 2020 in Review

Fortis Advisors sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2020, closing a stake of 254 shares — an estimated $5.71K sold.

Fortis Advisors first reported a position in ICLN in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 374 funds tracked by Wall St. Rank hold ICLN as of Q4 2020.

  • Fortis Advisors reported no remaining iShares Global Clean Energy ETF position as of Q4 2020 after selling out during the quarter.
  • Fortis Advisors sold 254 iShares Global Clean Energy ETF shares in Q4 2020, an estimated $5.71K.
  • Fortis Advisors first reported a position in iShares Global Clean Energy ETF in Q3 2020 and held it in 1 quarter.
  • Fortis Advisors's iShares Global Clean Energy ETF position peaked at $5K in Q3 2020.
  • 374 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2020.

Based on Fortis Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.