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Householder Group Estate & Retirement Specialist’s iShares Global Clean Energy ETF ICLN Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$25K Buy
+1,278
New +$25.3K 0.01% 594
2022
Q4 		– Sell
-1,347
Closed -$25K – 670
2022
Q3 		$25K Buy
+1,347
New +$28.7K 0.01% 532

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's ICLN Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in iShares Global Clean Energy ETF (ICLN) in Q1 2023: 1,278 shares worth $25K. The stake represents 0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in ICLN as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in ICLN in Q3 2022 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold ICLN as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 1,278 shares of iShares Global Clean Energy ETF worth $25K as of Q1 2023.
  • iShares Global Clean Energy ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • iShares Global Clean Energy ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #594 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Global Clean Energy ETF in Q3 2022 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.