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

Ironwood Financial’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 Q4	–	Sell	-3,481	Closed	-$75K	–	302
2021 Q3	$75K	Hold	3,481	–	–	0.02%	164
2021 Q2	$82K	Sell	3,481 -524	-13%	-$12K	0.02%	147
2021 Q1	$97K	Buy	4,005 +372	+10%	+$10.4K	0.03%	132
2020 Q4	$103K	Buy	3,633 +1,090	+43%	+$24.5K	0.04%	120
2020 Q3	$47K	Buy	2,543 +223	+10%	+$3.49K	0.02%	121
2020 Q2	$29K	Buy	2,320 +623	+37%	+$7.01K	0.02%	143
2020 Q1	$16K	Sell	1,697 -1,290	-43%	-$15.3K	0.01%	169
2019 Q4	$35K	Buy	2,987 +3	+0.1%	+$33	0.02%	142
2019 Q3	$33K	Hold	2,984	–	–	0.02%	153
2019 Q2	$32K	Buy	2,984 +1	+0%	+$10	0.02%	154
2019 Q1	$29K	Hold	2,983	–	–	0.02%	160
2018 Q4	$25K	Buy	2,983 +4	+0.1%	+$34	0.01%	161
2018 Q3	$26K	Buy	2,979 +295	+11%	+$2.58K	0.01%	169
2018 Q2	$23K	Hold	2,684	–	–	0.01%	146
2018 Q1	$26K	Buy	2,684 +104	+4%	+$984	0.03%	117
2017 Q4	$24K	Buy	+2,580	New	+$23.4K	0.01%	126

Other funds holding ICLN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ironwood Financial's ICLN Position: Q4 2021 in Review

Ironwood Financial sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2021, closing a stake of 3,481 shares — an estimated $75K sold.

Ironwood Financial first reported a position in ICLN in Q4 2017 and held it in 16 quarters. The position peaked at $103K in Q4 2020. 549 funds tracked by Wall St. Rank hold ICLN as of Q4 2021.

Ironwood Financial reported no remaining iShares Global Clean Energy ETF position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 3,481 iShares Global Clean Energy ETF shares in Q4 2021, an estimated $75K.
Ironwood Financial first reported a position in iShares Global Clean Energy ETF in Q4 2017 and held it in 16 quarters.
Ironwood Financial's iShares Global Clean Energy ETF position peaked at $103K in Q4 2020.
549 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.