JTC Employer Solutions Trustee’s iShares Global Clean Energy ETF ICLN Stock Holding History

JTC Employer Solutions Trustee’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
2023 Q2	–	Sell	-1,500	Closed	-$30K	–	368
2023 Q1	$30K	Hold	1,500	–	–	﹤0.01%	294
2022 Q4	$30K	Hold	1,500	–	–	﹤0.01%	301
2022 Q3	$29K	Hold	1,500	–	–	﹤0.01%	249
2022 Q2	$29K	Hold	1,500	–	–	﹤0.01%	224
2022 Q1	$32K	Hold	1,500	–	–	﹤0.01%	231
2021 Q4	$32K	Hold	1,500	–	–	﹤0.01%	233
2021 Q3	$32K	Hold	1,500	–	–	﹤0.01%	239
2021 Q2	$35K	Buy	+1,500	New	+$34.2K	0.01%	231

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

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

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

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Vestcor Inc Fredericton, New Brunswick, Canada $4.05B AUM 34.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

JTC Employer Solutions Trustee's ICLN Position: Q2 2023 in Review

JTC Employer Solutions Trustee sold out of iShares Global Clean Energy ETF (ICLN) in Q2 2023, closing a stake of 1,500 shares — an estimated $30K sold.

JTC Employer Solutions Trustee first reported a position in ICLN in Q2 2021 and held it in 8 quarters. The position peaked at $35K in Q2 2021. 547 funds tracked by Wall St. Rank hold ICLN as of Q2 2023.

JTC Employer Solutions Trustee reported no remaining iShares Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
JTC Employer Solutions Trustee sold 1,500 iShares Global Clean Energy ETF shares in Q2 2023, an estimated $30K.
JTC Employer Solutions Trustee first reported a position in iShares Global Clean Energy ETF in Q2 2021 and held it in 8 quarters.
JTC Employer Solutions Trustee's iShares Global Clean Energy ETF position peaked at $35K in Q2 2021.
547 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q2 2023.

Based on JTC Employer Solutions Trustee's 13F filing for Q2 2023, filed 19 Jul 2023.