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Global Wealth Management Investment Advisory’s iShares Global Clean Energy ETF ICLN Stock Holding History

Global Wealth Management Investment Advisory’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
Q2 		– Sell
-638
Closed -$16K – 463
2021
Q1 		$16K Buy
+638
New +$17.8K 0.01% 266

Other funds holding ICLN

KFS
Kelly Financial Services Braintree, Massachusetts $467M AUM 21.13% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's ICLN Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2021, closing a stake of 638 shares — an estimated $16K sold.

Global Wealth Management Investment Advisory first reported a position in ICLN in Q1 2021 and held it in 1 quarter. The position peaked at $16K in Q1 2021. 526 funds tracked by Wall St. Rank hold ICLN as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining iShares Global Clean Energy ETF position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 638 iShares Global Clean Energy ETF shares in Q2 2021, an estimated $16K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Global Clean Energy ETF in Q1 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Global Clean Energy ETF position peaked at $16K in Q1 2021.
  • 526 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.