Joseph Group Capital Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Joseph Group Capital 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 Q4	–	Sell	-108	Closed	-$2K	–	99
2022 Q3	$2K	Hold	108	–	–	﹤0.01%	82
2022 Q2	$2K	Hold	108	–	–	﹤0.01%	72
2022 Q1	$2K	Hold	108	–	–	﹤0.01%	76
2021 Q4	$2K	Buy	+108	New	+$2.48K	﹤0.01%	68

Other funds holding ICLN

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

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

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

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

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

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

Joseph Group Capital Management's ICLN Position: Q4 2022 in Review

Joseph Group Capital Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2022, closing a stake of 108 shares — an estimated $2K sold.

Joseph Group Capital Management first reported a position in ICLN in Q4 2021 and held it in 4 quarters. The position peaked at $2K in Q3 2022. 577 funds tracked by Wall St. Rank hold ICLN as of Q4 2022.

Joseph Group Capital Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Joseph Group Capital Management sold 108 iShares Global Clean Energy ETF shares in Q4 2022, an estimated $2K.
Joseph Group Capital Management first reported a position in iShares Global Clean Energy ETF in Q4 2021 and held it in 4 quarters.
Joseph Group Capital Management's iShares Global Clean Energy ETF position peaked at $2K in Q3 2022.
577 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2022.

Based on Joseph Group Capital Management's 13F filing for Q4 2022, filed 9 Feb 2023.