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

Kaizen Financial Strategies’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
Q4 		– Sell
-10,000
Closed -$146K – 124
2023
Q3 		$146K Hold
10,000
– – 0.12% 107
2023
Q2 		$186K Hold
10,000
– – 0.16% 108
2023
Q1 		$198K Hold
10,000
– – 0.2% 98
2022
Q4 		$212K Hold
10,000
– – 0.21% 111
2022
Q3 		$191K Buy
+10,000
New +$213K 0.19% 110

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National Bank of Canada
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CI
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UBS Group
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return