Investment Advisory Services’s iShares Global Clean Energy ETF ICLN Stock Holding History

Investment Advisory 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	-10,757	Closed	-$231K	–	101
2022 Q1	$231K	Sell	10,757 -933	-8%	-$18.3K	0.13%	93
2021 Q4	$247K	Sell	11,690 -2,350	-17%	-$54K	0.13%	88
2021 Q3	$304K	Sell	14,040 -338	-2%	-$7.71K	0.19%	82
2021 Q2	$337K	Buy	+14,378	New	+$328K	0.21%	79
2020 Q4	$277K	Buy	+9,815	New	+$221K	0.19%	79

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $3.63B AUM 21.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Investment Advisory Services's ICLN Position: Q2 2022 in Review

Investment Advisory Services sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2022, closing a stake of 10,757 shares — an estimated $231K sold.

Investment Advisory Services first reported a position in ICLN in Q4 2020 and held it in 5 quarters. The position peaked at $337K in Q2 2021. 542 funds tracked by Wall St. Rank hold ICLN as of Q2 2022.

Investment Advisory Services reported no remaining iShares Global Clean Energy ETF position as of Q2 2022 after selling out during the quarter.
Investment Advisory Services sold 10,757 iShares Global Clean Energy ETF shares in Q2 2022, an estimated $231K.
Investment Advisory Services first reported a position in iShares Global Clean Energy ETF in Q4 2020 and held it in 5 quarters.
Investment Advisory Services's iShares Global Clean Energy ETF position peaked at $337K in Q2 2021.
542 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2022.

Based on Investment Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.