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Global Wealth Strategies & Associates’s iShares Global Clean Energy ETF ICLN Stock Holding History

Global Wealth Strategies & Associates’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
Q4 		– Sell
-116
Closed -$1.7K – 347
2023
Q3 		$1.7K Buy
+116
New +$1.95K ﹤0.01% 269

Other funds holding ICLN

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
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Global Wealth Strategies & Associates's ICLN Position: Q4 2023 in Review

Global Wealth Strategies & Associates sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 116 shares — an estimated $1.7K sold.

Global Wealth Strategies & Associates first reported a position in ICLN in Q3 2023 and held it in 1 quarter. The position peaked at $1.7K in Q3 2023. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

  • Global Wealth Strategies & Associates reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 116 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $1.7K.
  • Global Wealth Strategies & Associates first reported a position in iShares Global Clean Energy ETF in Q3 2023 and held it in 1 quarter.
  • Global Wealth Strategies & Associates's iShares Global Clean Energy ETF position peaked at $1.7K in Q3 2023.
  • 535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Global Wealth Strategies & Associates's 13F filing for Q4 2023, filed 2 Jan 2024.