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Institutional & Family Asset Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Institutional & Family Asset Management’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
Q1 		– Sell
-100
Closed -$2K – 802
2021
Q4 		$2K Buy
+100
New +$2.3K ﹤0.01% 665
2021
Q1 		– Sell
-350
Closed -$10K – 956
2020
Q4 		$10K Buy
+350
New +$7.87K ﹤0.01% 537

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
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VI
Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Institutional & Family Asset Management's ICLN Position: Q1 2022 in Review

Institutional & Family Asset Management sold out of iShares Global Clean Energy ETF (ICLN) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in ICLN in Q4 2020 and held it in 2 quarters. The position peaked at $10K in Q4 2020. 558 funds tracked by Wall St. Rank hold ICLN as of Q1 2022.

  • Institutional & Family Asset Management reported no remaining iShares Global Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 100 iShares Global Clean Energy ETF shares in Q1 2022, an estimated $2K.
  • Institutional & Family Asset Management first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's iShares Global Clean Energy ETF position peaked at $10K in Q4 2020.
  • 558 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q1 2022.

Based on Institutional & Family Asset Management's 13F filing for Q1 2022, filed 11 May 2022.