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Homrich & Berg’s iShares Global Clean Energy ETF ICLN Stock Holding History

Homrich & Berg’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
Q3 		$212K Sell
9,775
-780
-7% -$17.8K ﹤0.01% 435
2021
Q2 		$248K Buy
+10,555
New +$241K 0.01% 407

Other funds holding ICLN

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Homrich & Berg's ICLN Position: Q3 2021 in Review

Homrich & Berg reduced its iShares Global Clean Energy ETF (ICLN) stake by 7.4% in Q3 2021, selling an estimated $17.8K and leaving 9,775 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Homrich & Berg first reported a position in ICLN in Q2 2021 and has held it in 2 quarters since. The position peaked at $248K in Q2 2021. 517 funds tracked by Wall St. Rank hold ICLN as of Q3 2021.

  • Homrich & Berg held 9,775 shares of iShares Global Clean Energy ETF worth $212K as of Q3 2021.
  • Homrich & Berg sold 780 iShares Global Clean Energy ETF shares in Q3 2021, an estimated $17.8K.
  • iShares Global Clean Energy ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #435 holding.
  • Homrich & Berg first reported a position in iShares Global Clean Energy ETF in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's iShares Global Clean Energy ETF position peaked at $248K in Q2 2021.
  • 517 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.