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

Other funds holding ICLN

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

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

TWP

Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Kaizen Financial Strategies's ICLN Position: Q4 2023 in Review

Kaizen Financial Strategies sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2023, closing a stake of 10,000 shares — an estimated $146K sold.

Kaizen Financial Strategies first reported a position in ICLN in Q3 2022 and held it in 5 quarters. The position peaked at $212K in Q4 2022. 535 funds tracked by Wall St. Rank hold ICLN as of Q4 2023.

Kaizen Financial Strategies reported no remaining iShares Global Clean Energy ETF position as of Q4 2023 after selling out during the quarter.
Kaizen Financial Strategies sold 10,000 iShares Global Clean Energy ETF shares in Q4 2023, an estimated $146K.
Kaizen Financial Strategies first reported a position in iShares Global Clean Energy ETF in Q3 2022 and held it in 5 quarters.
Kaizen Financial Strategies's iShares Global Clean Energy ETF position peaked at $212K in Q4 2022.
535 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2023.

Based on Kaizen Financial Strategies's 13F filing for Q4 2023, filed 18 Jan 2024.