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

Herold 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
2022
Q4 		– Sell
-21,540
Closed -$411K – 208
2022
Q3 		$411K Sell
21,540
-980
-4% -$20.9K 0.2% 122
2022
Q2 		$429K Hold
22,520
– – 0.19% 130
2022
Q1 		$485K Hold
22,520
– – 0.17% 132
2021
Q4 		$476K Sell
22,520
-6,650
-23% -$153K 0.18% 131
2021
Q3 		$631K Buy
+29,170
New +$665K 0.25% 109

Other funds holding ICLN

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B 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 $1.03B AUM 19.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return