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Fortitude Advisory Group’s iShares Global Clean Energy ETF ICLN Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-2,918
Closed -$63K – 684
2022
Q1 		$63K Buy
2,918
+2,368
+431% +$46.3K 0.03% 463
2021
Q4 		$12K Buy
+550
New +$12.7K 0.01% 983

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
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fortitude Advisory Group's ICLN Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 2,918 shares — an estimated $63K sold.

Fortitude Advisory Group first reported a position in ICLN in Q4 2021 and held it in 2 quarters. The position peaked at $63K in Q1 2022. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,918 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $63K.
  • Fortitude Advisory Group first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares Global Clean Energy ETF position peaked at $63K in Q1 2022.
  • 542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.