Kiley Juergens Wealth Management’s iShares Global Clean Energy ETF ICLN Stock Holding History

Kiley Juergens Wealth 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
2018 Q4	–	Sell	-500	Closed	-$4K	–	310
2018 Q3	$4K	Hold	500	–	–	﹤0.01%	541
2018 Q2	$4K	Buy	+500	New	+$4.78K	﹤0.01%	499
2018 Q1	–	Sell	-500	Closed	-$4K	–	316
2017 Q4	$4K	Buy	+500	New	+$4.54K	﹤0.01%	581

Other funds holding ICLN

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FAIM

Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kiley Juergens Wealth Management's ICLN Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares Global Clean Energy ETF (ICLN) in Q4 2018, closing a stake of 500 shares — an estimated $4K sold.

Kiley Juergens Wealth Management first reported a position in ICLN in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2018. 85 funds tracked by Wall St. Rank hold ICLN as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares Global Clean Energy ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 500 iShares Global Clean Energy ETF shares in Q4 2018, an estimated $4K.
Kiley Juergens Wealth Management first reported a position in iShares Global Clean Energy ETF in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's iShares Global Clean Energy ETF position peaked at $4K in Q3 2018.
85 funds tracked by Wall St. Rank held iShares Global Clean Energy ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.