Gofen & Glossberg’s iShares Global Clean Energy ETF ICLN Stock Holding History

Gofen & Glossberg’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 Q4	$274K	Hold	13,791	–	–	0.01%	444
2022 Q3	$263K	Buy	13,791 +91	+0.7%	+$1.94K	0.01%	436
2022 Q2	$261K	Sell	13,700 -600	-4%	-$11.7K	0.01%	443
2022 Q1	$308K	Hold	14,300	–	–	0.01%	432
2021 Q4	$303K	Hold	14,300	–	–	0.01%	451
2021 Q3	$310K	Buy	14,300 +600	+4%	+$13.7K	0.01%	431
2021 Q2	$321K	Buy	13,700 +1,500	+12%	+$34.2K	0.01%	414
2021 Q1	$296K	Hold	12,200	–	–	0.01%	416
2020 Q4	$345K	Buy	12,200 +200	+2%	+$4.5K	0.01%	367
2020 Q3	$222K	Hold	12,000	–	–	0.01%	428
2020 Q2	$150K	Hold	12,000	–	–	0.01%	427
2020 Q1	$115K	Buy	+12,000	New	+$142K	﹤0.01%	414

Other funds holding ICLN

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gofen & Glossberg's ICLN Position: Q4 2022 in Review

Gofen & Glossberg held its iShares Global Clean Energy ETF (ICLN) position steady in Q4 2022 at 13,791 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #444.

Gofen & Glossberg first reported a position in ICLN in Q1 2020 and has held it in 12 quarters since. The position peaked at $345K in Q4 2020. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Gofen & Glossberg held 13,791 shares of iShares Global Clean Energy ETF worth $274K as of Q4 2022.
Gofen & Glossberg left its iShares Global Clean Energy ETF share count unchanged in Q4 2022.
iShares Global Clean Energy ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #444 holding.
Gofen & Glossberg first reported a position in iShares Global Clean Energy ETF in Q1 2020 and has held it in 12 quarters since.
Gofen & Glossberg's iShares Global Clean Energy ETF position peaked at $345K in Q4 2020.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.