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Howard Financial Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Howard Financial Services’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
Q2 		– Sell
-9,576
Closed -$206K – 129
2022
Q1 		$206K Buy
9,576
+2
+0% +$39 0.06% 124
2021
Q4 		$203K Buy
9,574
+19
+0.2% +$437 0.06% 125
2021
Q3 		$207K Hold
9,555
– – 0.08% 116
2021
Q2 		$224K Sell
9,555
-32
-0.3% -$730 0.09% 107
2021
Q1 		$233K Hold
9,587
– – 0.1% 107
2020
Q4 		$271K Buy
+9,587
New +$216K 0.14% 87

Other funds holding ICLN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Howard Financial Services's ICLN Position: Q2 2022 in Review

Howard Financial Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 9,576 shares — an estimated $206K sold.

Howard Financial Services first reported a position in ICLN in Q4 2020 and held it in 6 quarters. The position peaked at $271K in Q4 2020. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

  • Howard Financial Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
  • Howard Financial Services sold 9,576 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $206K.
  • Howard Financial Services first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 6 quarters.
  • Howard Financial Services's iShares Global Clean Energy ETF position peaked at $271K in Q4 2020.
  • 542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Howard Financial Services's 13F filing for Q2 2022, filed 18 Jul 2022.